Aspect Partners’s Invesco Semiconductors ETF PSI Stock Holding History

Aspect Partners’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 Q3	$139K	Hold	912	–	–	0.05%	97
2026 Q2	$171K	Hold	912	–	–	0.06%	90
2026 Q1	$86K	Hold	912	–	–	0.04%	112
2025 Q4	$71.9K	Hold	912	–	–	0.03%	121
2025 Q3	$64.1K	Buy	912 +1	+0.1%	+$63	0.03%	138
2025 Q2	$54.6K	Hold	911	–	–	0.03%	145
2025 Q1	$43.1K	Hold	911	–	–	0.02%	138
2024 Q4	$52.7K	Buy	911 +1	+0.1%	+$57	0.03%	129
2024 Q3	$52.3K	Hold	910	–	–	0.03%	120
2024 Q2	$57.2K	Buy	910 +1	+0.1%	+$58	0.03%	115
2024 Q1	$51.3K	Hold	909	–	–	0.04%	118
2023 Q4	$45K	Buy	+909	New	+$39.5K	0.03%	121

Other funds holding PSI

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Aspect Partners's PSI Position: Q3 2026 in Review

Aspect Partners held its Invesco Semiconductors ETF (PSI) position steady in Q3 2026 at 912 shares worth $139K. The position accounts for 0.05% of the portfolio, ranked #97.

Aspect Partners first reported a position in PSI in Q4 2023 and has held it in 12 quarters since. The position peaked at $171K in Q2 2026. 52 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

Aspect Partners held 912 shares of Invesco Semiconductors ETF worth $139K as of Q3 2026.
Aspect Partners left its Invesco Semiconductors ETF share count unchanged in Q3 2026.
Invesco Semiconductors ETF made up 0.05% of Aspect Partners's portfolio in Q3 2026, its #97 holding.
Aspect Partners first reported a position in Invesco Semiconductors ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Invesco Semiconductors ETF position peaked at $171K in Q2 2026.
52 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.