EWM
PSI icon

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

Evermay 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
2025
Q2 		– Sell
-126
Closed -$5.97K – 598
2025
Q1 		$5.97K Hold
126
– – ﹤0.01% 477
2024
Q4 		$7.3K Hold
126
– – ﹤0.01% 468
2024
Q3 		$7.25K Hold
126
– – ﹤0.01% 483
2024
Q2 		$7.92K Buy
+126
New +$7.27K ﹤0.01% 473

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Evermay Wealth Management's PSI Position: Q2 2025 in Review

Evermay Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q2 2025, closing a stake of 126 shares — an estimated $5.97K sold.

Evermay Wealth Management first reported a position in PSI in Q2 2024 and held it in 4 quarters. The position peaked at $7.92K in Q2 2024. 126 funds tracked by Wall St. Rank hold PSI as of Q2 2025.

  • Evermay Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 126 Invesco Semiconductors ETF shares in Q2 2025, an estimated $5.97K.
  • Evermay Wealth Management first reported a position in Invesco Semiconductors ETF in Q2 2024 and held it in 4 quarters.
  • Evermay Wealth Management's Invesco Semiconductors ETF position peaked at $7.92K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.