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Carr Financial Group’s Invesco Semiconductors ETF PSI Stock Holding History

Carr Financial Group’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 		$1.23M Buy
6,551
+2,514
+62% +$362K 0.28% 61
2026
Q1 		$381K Buy
4,037
+1,058
+36% +$100K 0.1% 118
2025
Q4 		$235K Buy
+2,979
New +$227K 0.06% 164
2025
Q2 		– Sell
-4,843
Closed -$229K – 194
2025
Q1 		$229K Sell
4,843
-2,001
-29% -$114K 0.08% 161
2024
Q4 		$396K Sell
6,844
-1,652
-19% -$94.7K 0.12% 123
2024
Q3 		$489K Sell
8,496
-1,443
-15% -$82.5K 0.14% 109
2024
Q2 		$624K Buy
9,939
+589
+6% +$34K 0.2% 86
2024
Q1 		$528K Buy
9,350
+3,047
+48% +$158K 0.18% 100
2023
Q4 		$312K Sell
6,303
-153
-2% -$6.64K 0.12% 125
2023
Q3 		$261K Sell
6,456
-7,977
-55% -$358K 0.1% 140
2023
Q2 		$658K Buy
+14,433
New +$583K 0.26% 68

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 $104B AUM 28.3% 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

Carr Financial Group's PSI Position: Q2 2026 in Review

Carr Financial Group increased its Invesco Semiconductors ETF (PSI) stake by 62% in Q2 2026, buying an estimated $362K and bringing the position to 6,551 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #61.

Carr Financial Group first reported a position in PSI in Q2 2023 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Carr Financial Group held 6,551 shares of Invesco Semiconductors ETF worth $1.23M as of Q2 2026.
  • Carr Financial Group bought 2,514 Invesco Semiconductors ETF shares in Q2 2026, an estimated $362K.
  • Invesco Semiconductors ETF made up 0.28% of Carr Financial Group's portfolio in Q2 2026, its #61 holding.
  • Carr Financial Group first reported a position in Invesco Semiconductors ETF in Q2 2023 and has held it in 11 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.