Clarus Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Clarus Wealth 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 Q3	$336K	Hold	2,250	–	–	0.12%	82
2026 Q2	$340K	Hold	2,250	–	–	0.13%	80
2026 Q1	$224K	Hold	2,250	–	–	0.1%	85
2025 Q4	$202K	Buy	+2,250	New	+$172K	0.08%	84
2019 Q3	–	Sell	-2,250	Closed	-$41K	–	451
2019 Q2	$41K	Hold	2,250	–	–	0.03%	293
2019 Q1	$40K	Hold	2,250	–	–	0.03%	330
2018 Q4	$33K	Hold	2,250	–	–	0.05%	323
2018 Q3	$40K	Hold	2,250	–	–	0.03%	329
2018 Q2	$40K	Buy	+2,250	New	+$40K	0.03%	321

Other funds holding PSI

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Clarus Wealth Advisors's PSI Position: Q3 2026 in Review

Clarus Wealth Advisors held its Invesco Semiconductors ETF (PSI) position steady in Q3 2026 at 2,250 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #82.

Clarus Wealth Advisors first reported a position in PSI in Q2 2018 and has held it in 9 quarters since. The position peaked at $340K in Q2 2026. 57 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

Clarus Wealth Advisors held 2,250 shares of Invesco Semiconductors ETF worth $336K as of Q3 2026.
Clarus Wealth Advisors left its Invesco Semiconductors ETF share count unchanged in Q3 2026.
Invesco Semiconductors ETF made up 0.12% of Clarus Wealth Advisors's portfolio in Q3 2026, its #82 holding.
Clarus Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q2 2018 and has held it in 9 quarters since.
Clarus Wealth Advisors's Invesco Semiconductors ETF position peaked at $340K in Q2 2026.
57 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.