Dedeker Financial
PSI icon

Dedeker Financial’s Invesco Semiconductors ETF PSI Stock Holding History

Dedeker Financial’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 		$544K Hold
3,570
– – 0.31% 41
2026
Q2 		$671K Hold
3,570
– – 0.38% 37
2026
Q1 		$337K Hold
3,570
– – 0.29% 43
2025
Q4 		$282K Buy
+3,570
New +$273K 0.25% 42

Other funds holding PSI

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Valley Brook Capital Group
Valley Brook Capital Group Venetia, Pennsylvania $178M AUM 33.8% 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

Dedeker Financial's PSI Position: Q3 2026 in Review

Dedeker Financial held its Invesco Semiconductors ETF (PSI) position steady in Q3 2026 at 3,570 shares worth $544K. The position accounts for 0.31% of the portfolio, ranked #41.

Dedeker Financial first reported a position in PSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $671K in Q2 2026. 63 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Dedeker Financial held 3,570 shares of Invesco Semiconductors ETF worth $544K as of Q3 2026.
  • Dedeker Financial left its Invesco Semiconductors ETF share count unchanged in Q3 2026.
  • Invesco Semiconductors ETF made up 0.31% of Dedeker Financial's portfolio in Q3 2026, its #41 holding.
  • Dedeker Financial first reported a position in Invesco Semiconductors ETF in Q4 2025 and has held it in 4 quarters since.
  • Dedeker Financial's Invesco Semiconductors ETF position peaked at $671K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Dedeker Financial's 13F filing for Q3 2026, filed 23 Oct 2026.