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Atria Wealth Solutions’s Invesco Semiconductors ETF PSI Stock Holding History

Atria Wealth Solutions’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 		$575K Sell
9,591
-12,272
-56% -$618K 0.01% 852
2025
Q1 		$1.04M Sell
21,863
-189
-0.9% -$10.7K 0.01% 875
2024
Q4 		$1.28M Buy
22,052
+1,314
+6% +$75.3K 0.01% 826
2024
Q3 		$1.19M Sell
20,738
-46
-0.2% -$2.63K 0.01% 847
2024
Q2 		$1.31M Sell
20,784
-1,635
-7% -$94.3K 0.01% 783
2024
Q1 		$1.27M Buy
22,419
+1,778
+9% +$92.5K 0.01% 811
2023
Q4 		$1.02M Sell
20,641
-139
-0.7% -$6.04K 0.01% 854
2023
Q3 		$889K Buy
20,780
+971
+5% +$43.6K 0.01% 869
2023
Q2 		$903K Buy
19,809
+3,033
+18% +$122K 0.01% 878
2023
Q1 		$691K Buy
16,776
+9,366
+126% +$362K 0.01% 971
2022
Q4 		$247K Sell
7,410
-10,836
-59% -$362K ﹤0.01% 1475
2022
Q3 		$547K Sell
18,246
-672
-4% -$23.3K 0.01% 970
2022
Q2 		$615K Sell
18,918
-2,631
-12% -$96.8K 0.01% 879
2022
Q1 		$931K Buy
+21,549
New +$947K 0.02% 766

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Atria Wealth Solutions's PSI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Semiconductors ETF (PSI) stake by 56% in Q2 2025, selling an estimated $618K and leaving 9,591 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #852.

Atria Wealth Solutions first reported a position in PSI in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q2 2024. 126 funds tracked by Wall St. Rank hold PSI as of Q2 2025.

  • Atria Wealth Solutions held 9,591 shares of Invesco Semiconductors ETF worth $575K as of Q2 2025.
  • Atria Wealth Solutions sold 12,272 Invesco Semiconductors ETF shares in Q2 2025, an estimated $618K.
  • Invesco Semiconductors ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #852 holding.
  • Atria Wealth Solutions first reported a position in Invesco Semiconductors ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco Semiconductors ETF position peaked at $1.31M in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.