Tidemark’s Invesco Semiconductors ETF PSI Stock Holding History

Tidemark’s Portfolio PSI Stock Details PSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6	Closed	-$339	–	703
2024 Q1	$339	Buy	+6	New	+$312	﹤0.01%	672

Other funds holding PSI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Tidemark's PSI Position: Q2 2024 in Review

Tidemark sold out of Invesco Semiconductors ETF (PSI) in Q2 2024, closing a stake of 6 shares — an estimated $339 sold.

Tidemark first reported a position in PSI in Q1 2024 and held it in 1 quarter. The position peaked at $339 in Q1 2024. 143 funds tracked by Wall St. Rank hold PSI as of Q2 2024.

Tidemark reported no remaining Invesco Semiconductors ETF position as of Q2 2024 after selling out during the quarter.
Tidemark sold 6 Invesco Semiconductors ETF shares in Q2 2024, an estimated $339.
Tidemark first reported a position in Invesco Semiconductors ETF in Q1 2024 and held it in 1 quarter.
Tidemark's Invesco Semiconductors ETF position peaked at $339 in Q1 2024.
143 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.