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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
Q2 		$487K Hold
2,595
– – 0.03% 321
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

LPL Financial
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Advisor OS's PSI Position: Q2 2026 in Review

Advisor OS held its Invesco Semiconductors ETF (PSI) position steady in Q2 2026 at 2,595 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #321.

Advisor OS first reported a position in PSI in Q2 2024 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Advisor OS held 2,595 shares of Invesco Semiconductors ETF worth $487K as of Q2 2026.
  • Advisor OS left its Invesco Semiconductors ETF share count unchanged in Q2 2026.
  • Invesco Semiconductors ETF made up 0.03% of Advisor OS's portfolio in Q2 2026, its #321 holding.
  • Advisor OS first reported a position in Invesco Semiconductors ETF in Q2 2024 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.