Arete Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Arete Wealth 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 Q2	$4.68M	Buy	+24,913	New	+$3.58M	0.31%	84
2026 Q1	–	Sell	-39,496	Closed	-$3.11M	–	371
2025 Q4	$3.11M	Sell	39,496 -2,766	-7%	-$211K	0.22%	111
2025 Q3	$2.97M	Buy	42,262 +7,521	+22%	+$476K	0.19%	108
2025 Q2	$2.08M	Buy	+34,741	New	+$1.75M	0.15%	137
2022 Q1	–	Sell	-27,867	Closed	-$1.43M	–	543
2021 Q4	$1.43M	Buy	+27,867	New	+$1.32M	0.12%	149

Other funds holding PSI

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Arete Wealth Advisors's PSI Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 24,913 shares worth $4.68M. The stake represents 0.31% of the portfolio and ranks #84 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in PSI as recently as Q4 2025.

Arete Wealth Advisors first reported a position in PSI in Q4 2021 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Arete Wealth Advisors held 24,913 shares of Invesco Semiconductors ETF worth $4.68M as of Q2 2026.
Invesco Semiconductors ETF was a new Arete Wealth Advisors position in Q2 2026.
Invesco Semiconductors ETF made up 0.31% of Arete Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Arete Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q4 2021 and has held it in 5 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.