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

Arkadios 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 Q1	$221K	Buy	+2,339	New	+$222K	﹤0.01%	1523
2022 Q1	–	Sell	-5,970	Closed	-$306K	–	623
2021 Q4	$306K	Buy	5,970 +150	+3%	+$7.11K	0.04%	448
2021 Q3	$247K	Buy	5,820 +600	+11%	+$25.6K	0.04%	451
2021 Q2	$223K	Buy	+5,220	New	+$213K	0.03%	507

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

Arkadios Wealth Advisors's PSI Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Invesco Semiconductors ETF (PSI) in Q1 2026: 2,339 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in PSI as recently as Q4 2021.

Arkadios Wealth Advisors first reported a position in PSI in Q2 2021 and has held it in 4 quarters since. The position peaked at $306K in Q4 2021. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Arkadios Wealth Advisors held 2,339 shares of Invesco Semiconductors ETF worth $221K as of Q1 2026.
Invesco Semiconductors ETF was a new Arkadios Wealth Advisors position in Q1 2026.
Invesco Semiconductors ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1523 holding.
Arkadios Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q2 2021 and has held it in 4 quarters since.
Arkadios Wealth Advisors's Invesco Semiconductors ETF position peaked at $306K in Q4 2021.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.