VitalStone Financial’s Invesco Semiconductors ETF PSI Stock Holding History

VitalStone Financial’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 Q3	$11.3K	Buy	197 +105	+114%	+$6K	0.01%	255
2024 Q2	$5.78K	Sell	92 -196	-68%	-$11.3K	﹤0.01%	312
2024 Q1	$16K	Buy	288 +196	+213%	+$10.2K	0.01%	244
2023 Q4	$5K	Hold	92	–	–	﹤0.01%	338
2023 Q3	$4K	Buy	+92	New	+$4.13K	﹤0.01%	321

Other funds holding PSI

LPL Financial San Diego, California $377B AUM 19.32% 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

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

CFGS

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VitalStone Financial's PSI Position: Q3 2024 in Review

VitalStone Financial increased its Invesco Semiconductors ETF (PSI) stake by 114% in Q3 2024, buying an estimated $6K and bringing the position to 197 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #255.

VitalStone Financial first reported a position in PSI in Q3 2023 and has held it in 5 quarters since. The position peaked at $16K in Q1 2024. 131 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

VitalStone Financial held 197 shares of Invesco Semiconductors ETF worth $11.3K as of Q3 2024.
VitalStone Financial bought 105 Invesco Semiconductors ETF shares in Q3 2024, an estimated $6K.
Invesco Semiconductors ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #255 holding.
VitalStone Financial first reported a position in Invesco Semiconductors ETF in Q3 2023 and has held it in 5 quarters since.
VitalStone Financial's Invesco Semiconductors ETF position peaked at $16K in Q1 2024.
131 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.