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Allworth Financial’s Invesco Semiconductors ETF PSI Stock Holding History

Allworth Financial’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 		– Sell
-845
Closed -$80.1K – 5144
2025
Q4 		$66.6K Sell
845
-1,064
-56% -$81.3K ﹤0.01% 2010
2025
Q3 		$134K Buy
+1,909
New +$121K ﹤0.01% 1499

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

Allworth Financial's PSI Position: Q1 2026 in Review

Allworth Financial sold out of Invesco Semiconductors ETF (PSI) in Q1 2026, closing a stake of 845 shares — an estimated $80.1K sold.

Allworth Financial first reported a position in PSI in Q3 2025 and held it in 2 quarters. The position peaked at $134K in Q3 2025. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Allworth Financial reported no remaining Invesco Semiconductors ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 845 Invesco Semiconductors ETF shares in Q1 2026, an estimated $80.1K.
  • Allworth Financial first reported a position in Invesco Semiconductors ETF in Q3 2025 and held it in 2 quarters.
  • Allworth Financial's Invesco Semiconductors ETF position peaked at $134K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.