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Financial Advocates Investment Management’s Invesco Semiconductors ETF PSI Stock Holding History

Financial Advocates Investment 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
-6,660
Closed -$316K – 730
2025
Q1 		$316K Hold
6,660
– – 0.02% 548
2024
Q4 		$386K Buy
+6,660
New +$382K 0.02% 534
2024
Q3 		– Sell
-6,810
Closed -$428K – 802
2024
Q2 		$428K Buy
+6,810
New +$393K 0.03% 470
2024
Q1 		– Sell
-12,482
Closed -$473K – 800
2023
Q4 		$473K Buy
12,482
+5,672
+83% +$246K 0.03% 442
2023
Q3 		$291K Sell
6,810
-291
-4% -$13.1K 0.02% 530
2023
Q2 		$324K Buy
7,101
+291
+4% +$11.7K 0.02% 503
2023
Q1 		$280K Buy
+6,810
New +$263K 0.02% 575
2022
Q3 		– Sell
-6,846
Closed -$223K – 810
2022
Q2 		$223K Buy
6,846
+150
+2% +$5.52K 0.02% 594
2022
Q1 		$290K Hold
6,696
– – 0.02% 590
2021
Q4 		$343K Sell
6,696
-1,290
-16% -$61.2K 0.02% 598
2021
Q3 		$340K Buy
7,986
+2,571
+47% +$110K 0.02% 580
2021
Q2 		$589K Sell
5,415
-3,489
-39% -$142K 0.04% 445
2021
Q1 		$357K Buy
+8,904
New +$347K 0.03% 563

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $103B AUM 28.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Financial Advocates Investment Management's PSI Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Invesco Semiconductors ETF (PSI) in Q2 2025, closing a stake of 6,660 shares — an estimated $316K sold.

Financial Advocates Investment Management first reported a position in PSI in Q1 2021 and held it in 13 quarters. The position peaked at $589K in Q2 2021. 126 funds tracked by Wall St. Rank hold PSI as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Invesco Semiconductors ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,660 Invesco Semiconductors ETF shares in Q2 2025, an estimated $316K.
  • Financial Advocates Investment Management first reported a position in Invesco Semiconductors ETF in Q1 2021 and held it in 13 quarters.
  • Financial Advocates Investment Management's Invesco Semiconductors ETF position peaked at $589K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.