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Barnes Pettey Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Barnes Pettey Financial 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 		$388K Buy
+2,064
New +$297K 0.12% 128
2022
Q1 		– Sell
-6,195
Closed -$317K – 97
2021
Q4 		$317K Buy
+6,195
New +$294K 0.36% 69

Other funds holding PSI

WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Barnes Pettey Financial Advisors's PSI Position: Q2 2026 in Review

Barnes Pettey Financial Advisors opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 2,064 shares worth $388K. The stake represents 0.12% of the portfolio and ranks #128 among its holdings. This is a return to the name: Barnes Pettey Financial Advisors previously reported a position in PSI as recently as Q4 2021.

Barnes Pettey Financial Advisors first reported a position in PSI in Q4 2021 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Barnes Pettey Financial Advisors held 2,064 shares of Invesco Semiconductors ETF worth $388K as of Q2 2026.
  • Invesco Semiconductors ETF was a new Barnes Pettey Financial Advisors position in Q2 2026.
  • Invesco Semiconductors ETF made up 0.12% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • Barnes Pettey Financial Advisors first reported a position in Invesco Semiconductors ETF in Q4 2021 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.