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AE Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

AE Wealth 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
2026
Q1 		$110K Buy
1,166
+112
+11% +$10.6K ﹤0.01% 1773
2025
Q4 		$83.1K Sell
1,054
-23
-2% -$1.76K ﹤0.01% 1746
2025
Q3 		$75.7K Sell
1,077
-8,669
-89% -$549K ﹤0.01% 1636
2025
Q2 		$584K Buy
9,746
+466
+5% +$23.5K ﹤0.01% 874
2025
Q1 		$440K Sell
9,280
-273
-3% -$15.5K ﹤0.01% 960
2024
Q4 		$553K Sell
9,553
-1,362
-12% -$78.1K ﹤0.01% 874
2024
Q3 		$628K Buy
10,915
+628
+6% +$35.9K 0.01% 822
2024
Q2 		$646K Buy
10,287
+1,072
+12% +$61.8K 0.01% 812
2024
Q1 		$520K Buy
9,215
+1,530
+20% +$79.6K 0.01% 811
2023
Q4 		$386K Buy
7,685
+1,699
+28% +$73.8K ﹤0.01% 1584
2023
Q3 		$256K Buy
+5,986
New +$269K ﹤0.01% 1676
2022
Q1 		– Sell
-51,675
Closed -$2.64M – 1783
2021
Q4 		$2.64M Buy
+51,675
New +$2.45M 0.02% 614

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

AE Wealth Management's PSI Position: Q1 2026 in Review

AE Wealth Management increased its Invesco Semiconductors ETF (PSI) stake by 11% in Q1 2026, buying an estimated $10.6K and bringing the position to 1,166 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

AE Wealth Management first reported a position in PSI in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.64M in Q4 2021. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • AE Wealth Management held 1,166 shares of Invesco Semiconductors ETF worth $110K as of Q1 2026.
  • AE Wealth Management bought 112 Invesco Semiconductors ETF shares in Q1 2026, an estimated $10.6K.
  • Invesco Semiconductors ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1773 holding.
  • AE Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2021 and has held it in 12 quarters since.
  • AE Wealth Management's Invesco Semiconductors ETF position peaked at $2.64M in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.