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Equitable Trust’s Invesco Semiconductors ETF PSI Stock Holding History

Equitable Trust’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 		$456K Hold
2,989
– – 0.02% 327
2026
Q2 		$561K Hold
2,989
– – 0.02% 304
2026
Q1 		$282K Buy
+2,989
New +$283K 0.01% 416

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
MCA
Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
PFP
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

Equitable Trust's PSI Position: Q3 2026 in Review

Equitable Trust held its Invesco Semiconductors ETF (PSI) position steady in Q3 2026 at 2,989 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #327.

Equitable Trust first reported a position in PSI in Q1 2026 and has held it in 3 quarters since. The position peaked at $561K in Q2 2026. 33 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Equitable Trust held 2,989 shares of Invesco Semiconductors ETF worth $456K as of Q3 2026.
  • Equitable Trust left its Invesco Semiconductors ETF share count unchanged in Q3 2026.
  • Invesco Semiconductors ETF made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #327 holding.
  • Equitable Trust first reported a position in Invesco Semiconductors ETF in Q1 2026 and has held it in 3 quarters since.
  • Equitable Trust's Invesco Semiconductors ETF position peaked at $561K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.