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Elm3 Financial Group’s Invesco Semiconductors ETF PSI Stock Holding History

Elm3 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
Q3 		$310K Buy
2,036
+210
+12% +$30.2K 0.21% 121
2026
Q2 		$343K Buy
+1,826
New +$263K 0.24% 100

Other funds holding PSI

PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elm3 Financial Group's PSI Position: Q3 2026 in Review

Elm3 Financial Group increased its Invesco Semiconductors ETF (PSI) stake by 12% in Q3 2026, buying an estimated $30.2K and bringing the position to 2,036 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #121.

Elm3 Financial Group first reported a position in PSI in Q2 2026 and has held it in 2 quarters since. The position peaked at $343K in Q2 2026. 11 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Elm3 Financial Group held 2,036 shares of Invesco Semiconductors ETF worth $310K as of Q3 2026.
  • Elm3 Financial Group bought 210 Invesco Semiconductors ETF shares in Q3 2026, an estimated $30.2K.
  • Invesco Semiconductors ETF made up 0.21% of Elm3 Financial Group's portfolio in Q3 2026, its #121 holding.
  • Elm3 Financial Group first reported a position in Invesco Semiconductors ETF in Q2 2026 and has held it in 2 quarters since.
  • Elm3 Financial Group's Invesco Semiconductors ETF position peaked at $343K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.