TRUE Private Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

TRUE Private Wealth Advisors’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
2023 Q2	–	Sell	-27,423	Closed	-$1.13M	–	250
2023 Q1	$1.13M	Buy	+27,423	New	+$1.06M	0.17%	74

Other funds holding PSI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

TRUE Private Wealth Advisors's PSI Position: Q2 2023 in Review

TRUE Private Wealth Advisors sold out of Invesco Semiconductors ETF (PSI) in Q2 2023, closing a stake of 27,423 shares — an estimated $1.13M sold.

TRUE Private Wealth Advisors first reported a position in PSI in Q1 2023 and held it in 1 quarter. The position peaked at $1.13M in Q1 2023. 114 funds tracked by Wall St. Rank hold PSI as of Q2 2023.

TRUE Private Wealth Advisors reported no remaining Invesco Semiconductors ETF position as of Q2 2023 after selling out during the quarter.
TRUE Private Wealth Advisors sold 27,423 Invesco Semiconductors ETF shares in Q2 2023, an estimated $1.13M.
TRUE Private Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q1 2023 and held it in 1 quarter.
TRUE Private Wealth Advisors's Invesco Semiconductors ETF position peaked at $1.13M in Q1 2023.
114 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.