Aptus Capital Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Aptus Capital Advisors’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	$5.76K	Buy	61 +16	+36%	+$1.52K	﹤0.01%	1550
2025 Q4	$3.55K	Hold	45	–	–	﹤0.01%	1580
2025 Q3	$3.17K	Sell	45 -5	-10%	-$317	﹤0.01%	1510
2025 Q2	$3K	Buy	50 +25	+100%	+$1.26K	﹤0.01%	1455
2025 Q1	$1.19K	Sell	25 -25	-50%	-$1.42K	﹤0.01%	1409
2024 Q4	$2.9K	Hold	50	–	–	﹤0.01%	1361
2024 Q3	$2.88K	Sell	50 -246	-83%	-$14.1K	﹤0.01%	1173
2024 Q2	$18.6K	Buy	296 +45	+18%	+$2.6K	﹤0.01%	978
2024 Q1	$14.2K	Buy	251 +90	+56%	+$4.68K	﹤0.01%	1000
2023 Q4	$7.97K	Hold	161	–	–	﹤0.01%	813
2023 Q3	$6.89K	Buy	+161	New	+$7.22K	﹤0.01%	820
2023 Q1	–	Sell	-57	Closed	-$1.9K	–	865
2022 Q4	$1.9K	Hold	57	–	–	﹤0.01%	756
2022 Q3	$2K	Buy	+57	New	+$1.98K	﹤0.01%	744

Other funds holding PSI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aptus Capital Advisors's PSI Position: Q1 2026 in Review

Aptus Capital Advisors increased its Invesco Semiconductors ETF (PSI) stake by 36% in Q1 2026, buying an estimated $1.52K and bringing the position to 61 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Aptus Capital Advisors first reported a position in PSI in Q3 2022 and has held it in 13 quarters since. The position peaked at $18.6K in Q2 2024. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Aptus Capital Advisors held 61 shares of Invesco Semiconductors ETF worth $5.76K as of Q1 2026.
Aptus Capital Advisors bought 16 Invesco Semiconductors ETF shares in Q1 2026, an estimated $1.52K.
Invesco Semiconductors ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1550 holding.
Aptus Capital Advisors first reported a position in Invesco Semiconductors ETF in Q3 2022 and has held it in 13 quarters since.
Aptus Capital Advisors's Invesco Semiconductors ETF position peaked at $18.6K in Q2 2024.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.