CT
PSI icon

Caldwell Trust’s Invesco Semiconductors ETF PSI Stock Holding History

Caldwell Trust’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 		$12.6K Buy
+67
New +$9.64K ﹤0.01% 655

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Caldwell Trust's PSI Position: Q2 2026 in Review

Caldwell Trust opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 67 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings.

245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Caldwell Trust held 67 shares of Invesco Semiconductors ETF worth $12.6K as of Q2 2026.
  • Invesco Semiconductors ETF was a new Caldwell Trust position in Q2 2026.
  • Invesco Semiconductors ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #655 holding.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.