Financial Management Professionals’s Invesco Semiconductors ETF PSI Stock Holding History

Financial Management Professionals’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	$1.85M	Sell	12,103 -916	-7%	-$132K	0.17%	44
2026 Q2	$2.45M	Sell	13,019 -2,356	-15%	-$339K	0.23%	36
2026 Q1	$1.45M	Buy	+15,375	New	+$1.46M	0.16%	50
2021 Q3	–	Sell	-27,678	Closed	-$1.18M	–	1019
2021 Q2	$1.18M	Buy	+27,678	New	+$1.13M	0.3%	36
2015 Q3	–	Sell	-390,177	Closed	-$3.48M	–	286
2015 Q2	$3.48M	Buy	390,177 +6,138	+2%	+$56.4K	1.63%	13
2015 Q1	$3.46M	Buy	+384,039	New	+$3.36M	1.62%	14

Other funds holding PSI

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

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 Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Financial Management Professionals's PSI Position: Q3 2026 in Review

Financial Management Professionals reduced its Invesco Semiconductors ETF (PSI) stake by 7% in Q3 2026, selling an estimated $132K and leaving 12,103 shares worth $1.85M. The position accounts for 0.17% of the portfolio, ranked #44.

Financial Management Professionals first reported a position in PSI in Q1 2015 and has held it in 6 quarters since. The position peaked at $3.48M in Q2 2015. 57 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

Financial Management Professionals held 12,103 shares of Invesco Semiconductors ETF worth $1.85M as of Q3 2026.
Financial Management Professionals sold 916 Invesco Semiconductors ETF shares in Q3 2026, an estimated $132K.
Invesco Semiconductors ETF made up 0.17% of Financial Management Professionals's portfolio in Q3 2026, its #44 holding.
Financial Management Professionals first reported a position in Invesco Semiconductors ETF in Q1 2015 and has held it in 6 quarters since.
Financial Management Professionals's Invesco Semiconductors ETF position peaked at $3.48M in Q2 2015.
57 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

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