Commonwealth Financial Services
PSI icon

Commonwealth Financial Services’s Invesco Semiconductors ETF PSI Stock Holding History

Commonwealth Financial Services’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 		– Sell
-1,137
Closed -$214K – 340
2026
Q2 		$214K Buy
+1,137
New +$164K 0.03% 281

Other funds holding PSI

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Secure Asset Management
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
Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Commonwealth Financial Services's PSI Position: Q3 2026 in Review

Commonwealth Financial Services sold out of Invesco Semiconductors ETF (PSI) in Q3 2026, closing a stake of 1,137 shares — an estimated $214K sold.

Commonwealth Financial Services first reported a position in PSI in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 41 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Commonwealth Financial Services reported no remaining Invesco Semiconductors ETF position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 1,137 Invesco Semiconductors ETF shares in Q3 2026, an estimated $214K.
  • Commonwealth Financial Services first reported a position in Invesco Semiconductors ETF in Q2 2026 and held it in 1 quarter.
  • Commonwealth Financial Services's Invesco Semiconductors ETF position peaked at $214K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.