Vigilant Capital Management’s Invesco Semiconductors ETF PSI Stock Holding History

Vigilant Capital Management’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 Q1	–	Sell	-702	Closed	-$23K	–	490
2022 Q4	$23K	Hold	702	–	–	﹤0.01%	332
2022 Q3	$21K	Hold	702	–	–	﹤0.01%	379
2022 Q2	$23K	Hold	702	–	–	﹤0.01%	353
2022 Q1	$30K	Sell	702 -900	-56%	-$39.6K	﹤0.01%	341
2021 Q4	$82K	Hold	1,602	–	–	0.01%	271
2021 Q3	$68K	Hold	1,602	–	–	0.01%	234
2021 Q2	$69K	Hold	1,602	–	–	0.01%	235
2021 Q1	$64K	Hold	1,602	–	–	0.01%	222
2020 Q4	$56K	Buy	1,602 +3	+0.2%	+$92	0.01%	218
2020 Q3	$41K	Buy	+1,599	New	+$41.5K	﹤0.01%	232

Other funds holding PSI

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

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

PAG

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Vigilant Capital Management's PSI Position: Q1 2023 in Review

Vigilant Capital Management sold out of Invesco Semiconductors ETF (PSI) in Q1 2023, closing a stake of 702 shares — an estimated $23K sold.

Vigilant Capital Management first reported a position in PSI in Q3 2020 and held it in 10 quarters. The position peaked at $82K in Q4 2021. 101 funds tracked by Wall St. Rank hold PSI as of Q1 2023.

Vigilant Capital Management reported no remaining Invesco Semiconductors ETF position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 702 Invesco Semiconductors ETF shares in Q1 2023, an estimated $23K.
Vigilant Capital Management first reported a position in Invesco Semiconductors ETF in Q3 2020 and held it in 10 quarters.
Vigilant Capital Management's Invesco Semiconductors ETF position peaked at $82K in Q4 2021.
101 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.