Westside Investment Management’s Invesco Semiconductors ETF PSI Stock Holding History

Westside Investment 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 Q2	–	Sell	-276	Closed	-$11.4K	–	853
2023 Q1	$11.4K	Hold	276	–	–	﹤0.01%	562
2022 Q4	$9	Hold	276	–	–	﹤0.01%	623
2022 Q3	$8	Buy	276 +3	+1%	+$104	﹤0.01%	634
2022 Q2	$8	Hold	273	–	–	﹤0.01%	634
2022 Q1	$11	Hold	273	–	–	﹤0.01%	608
2021 Q4	$14	Hold	273	–	–	﹤0.01%	548
2021 Q3	$11	Hold	273	–	–	﹤0.01%	569
2021 Q2	$11	Hold	273	–	–	﹤0.01%	563
2021 Q1	$11	Hold	273	–	–	﹤0.01%	545
2020 Q4	$9	Hold	273	–	–	﹤0.01%	508
2020 Q3	$7	Hold	273	–	–	﹤0.01%	525
2020 Q2	$6	Hold	273	–	–	﹤0.01%	527
2020 Q1	$4	Buy	+273	New	+$5.84K	﹤0.01%	552
2019 Q2	$4	Buy	+273	New	+$4.91K	﹤0.01%	571
2018 Q4	$4.02K	Buy	+270	New	+$4.24K	﹤0.01%	576
2018 Q3	–	Sell	-270	Closed	-$4.77K	–	802
2018 Q2	$4.77K	Hold	270	–	–	﹤0.01%	685
2018 Q1	$4.58K	Hold	270	–	–	﹤0.01%	675
2017 Q4	$4.85K	Buy	+270	New	+$4.68K	﹤0.01%	687

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

Westside Investment Management's PSI Position: Q2 2023 in Review

Westside Investment Management sold out of Invesco Semiconductors ETF (PSI) in Q2 2023, closing a stake of 276 shares — an estimated $11.4K sold.

Westside Investment Management first reported a position in PSI in Q4 2017 and held it in 18 quarters. The position peaked at $11.4K in Q1 2023. 114 funds tracked by Wall St. Rank hold PSI as of Q2 2023.

Westside Investment Management reported no remaining Invesco Semiconductors ETF position as of Q2 2023 after selling out during the quarter.
Westside Investment Management sold 276 Invesco Semiconductors ETF shares in Q2 2023, an estimated $11.4K.
Westside Investment Management first reported a position in Invesco Semiconductors ETF in Q4 2017 and held it in 18 quarters.
Westside Investment Management's Invesco Semiconductors ETF position peaked at $11.4K in Q1 2023.
114 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2023.

Based on Westside Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.