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WealthSource Partners’s Invesco Semiconductors ETF PSI Stock Holding History

WealthSource Partners’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
2021
Q1 		– Sell
-24,999
Closed -$874K – 450
2020
Q4 		$874K Buy
+24,999
New +$768K 0.1% 135
2020
Q3 		– Sell
-27,846
Closed -$678K – 380
2020
Q2 		$678K Buy
+27,846
New +$609K 0.1% 151

Other funds holding PSI

KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WealthSource Partners's PSI Position: Q1 2021 in Review

WealthSource Partners sold out of Invesco Semiconductors ETF (PSI) in Q1 2021, closing a stake of 24,999 shares — an estimated $874K sold.

WealthSource Partners first reported a position in PSI in Q2 2020 and held it in 2 quarters. The position peaked at $874K in Q4 2020. 96 funds tracked by Wall St. Rank hold PSI as of Q1 2021.

  • WealthSource Partners reported no remaining Invesco Semiconductors ETF position as of Q1 2021 after selling out during the quarter.
  • WealthSource Partners sold 24,999 Invesco Semiconductors ETF shares in Q1 2021, an estimated $874K.
  • WealthSource Partners first reported a position in Invesco Semiconductors ETF in Q2 2020 and held it in 2 quarters.
  • WealthSource Partners's Invesco Semiconductors ETF position peaked at $874K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.