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Atala Financial’s Invesco Semiconductors ETF PSI Stock Holding History

Atala 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
2025
Q2 		– Sell
-45
Closed -$2.13K – 366
2025
Q1 		$2.13K Buy
+45
New +$2.56K ﹤0.01% 439

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Atala Financial's PSI Position: Q2 2025 in Review

Atala Financial sold out of Invesco Semiconductors ETF (PSI) in Q2 2025, closing a stake of 45 shares — an estimated $2.13K sold.

Atala Financial first reported a position in PSI in Q1 2025 and held it in 1 quarter. The position peaked at $2.13K in Q1 2025. 126 funds tracked by Wall St. Rank hold PSI as of Q2 2025.

  • Atala Financial reported no remaining Invesco Semiconductors ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 45 Invesco Semiconductors ETF shares in Q2 2025, an estimated $2.13K.
  • Atala Financial first reported a position in Invesco Semiconductors ETF in Q1 2025 and held it in 1 quarter.
  • Atala Financial's Invesco Semiconductors ETF position peaked at $2.13K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.