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Garton & Associates Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-86
Closed -$6.78K – 554
2025
Q4 		$6.78K Buy
+86
New +$6.57K ﹤0.01% 928

Other funds holding PSI

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garton & Associates Financial Advisors's PSI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Semiconductors ETF (PSI) in Q1 2026, closing a stake of 86 shares — an estimated $6.78K sold.

Garton & Associates Financial Advisors first reported a position in PSI in Q4 2025 and held it in 1 quarter. The position peaked at $6.78K in Q4 2025. 180 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Semiconductors ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 86 Invesco Semiconductors ETF shares in Q1 2026, an estimated $6.78K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Semiconductors ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Semiconductors ETF position peaked at $6.78K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.