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Concentrum Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Concentrum Wealth Management’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 		$347K Buy
+1,845
New +$265K 0.08% 87
2022
Q1 		– Sell
-3,906
Closed -$200K – 66
2021
Q4 		$200K Buy
+3,906
New +$185K 0.1% 59

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

Concentrum Wealth Management's PSI Position: Q2 2026 in Review

Concentrum Wealth Management opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 1,845 shares worth $347K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings. This is a return to the name: Concentrum Wealth Management previously reported a position in PSI as recently as Q4 2021.

Concentrum Wealth Management first reported a position in PSI in Q4 2021 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Concentrum Wealth Management held 1,845 shares of Invesco Semiconductors ETF worth $347K as of Q2 2026.
  • Invesco Semiconductors ETF was a new Concentrum Wealth Management position in Q2 2026.
  • Invesco Semiconductors ETF made up 0.08% of Concentrum Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Concentrum Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2021 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.