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

Gilpin 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
2026
Q3 		– Sell
-150
Closed -$28.2K – 1463
2026
Q2 		$28.2K Hold
150
– – 0.02% 242
2026
Q1 		$14.2K Hold
150
– – 0.01% 273
2025
Q4 		$11.8K Buy
+150
New +$11.5K 0.01% 275

Other funds holding PSI

PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Gilpin Wealth Management's PSI Position: Q3 2026 in Review

Gilpin Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q3 2026, closing a stake of 150 shares — an estimated $28.2K sold.

Gilpin Wealth Management first reported a position in PSI in Q4 2025 and held it in 3 quarters. The position peaked at $28.2K in Q2 2026. 11 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Gilpin Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q3 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 150 Invesco Semiconductors ETF shares in Q3 2026, an estimated $28.2K.
  • Gilpin Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2025 and held it in 3 quarters.
  • Gilpin Wealth Management's Invesco Semiconductors ETF position peaked at $28.2K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.