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Advisor OS’s Invesco Semiconductors ETF PSI Stock Holding History

Advisor OS’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
2026
Q1 		$245K Hold
2,595
– – 0.02% 484
2025
Q4 		$205K Buy
+2,595
New +$198K 0.02% 473
2024
Q3 		– Sell
-5,190
Closed -$326K – 424
2024
Q2 		$326K Buy
+5,190
New +$299K 0.04% 292

Other funds holding PSI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $153M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor OS's PSI Position: Q1 2026 in Review

Advisor OS held its Invesco Semiconductors ETF (PSI) position steady in Q1 2026 at 2,595 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #484.

Advisor OS first reported a position in PSI in Q2 2024 and has held it in 3 quarters since. The position peaked at $326K in Q2 2024. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Advisor OS held 2,595 shares of Invesco Semiconductors ETF worth $245K as of Q1 2026.
  • Advisor OS left its Invesco Semiconductors ETF share count unchanged in Q1 2026.
  • Invesco Semiconductors ETF made up 0.02% of Advisor OS's portfolio in Q1 2026, its #484 holding.
  • Advisor OS first reported a position in Invesco Semiconductors ETF in Q2 2024 and has held it in 3 quarters since.
  • Advisor OS's Invesco Semiconductors ETF position peaked at $326K in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.