Global Retirement Partners’s Invesco Semiconductors ETF PSI Stock Holding History

Global Retirement Partners’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 Q4	$99.2K	Sell	1,258 -187	-13%	-$14.3K	﹤0.01%	1923
2025 Q3	$102K	Buy	1,445 +37	+3%	+$2.34K	﹤0.01%	1503
2025 Q2	$84.4K	Buy	+1,408	New	+$70.9K	﹤0.01%	1513
2024 Q4	$81.6K	Sell	1,408 -31	-2%	-$1.78K	﹤0.01%	1377
2024 Q3	$82.8K	Buy	1,439 +10	+0.7%	+$571	﹤0.01%	1323
2024 Q2	$89.8K	Buy	1,429 +37	+3%	+$2.13K	﹤0.01%	1256
2024 Q1	$78.6K	Hold	1,392	–	–	﹤0.01%	1187
2023 Q4	$66.4K	Buy	+1,392	New	+$60.4K	﹤0.01%	1233
2022 Q1	–	Sell	-150	Closed	-$8K	–	2747
2021 Q4	$8K	Buy	+150	New	+$7.11K	0.01%	164

Other funds holding PSI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's PSI Position: Q4 2025 in Review

Global Retirement Partners reduced its Invesco Semiconductors ETF (PSI) stake by 13% in Q4 2025, selling an estimated $14.3K and leaving 1,258 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Global Retirement Partners first reported a position in PSI in Q4 2021 and has held it in 9 quarters since. The position peaked at $102K in Q3 2025. 153 funds tracked by Wall St. Rank hold PSI as of Q4 2025.

Global Retirement Partners held 1,258 shares of Invesco Semiconductors ETF worth $99.2K as of Q4 2025.
Global Retirement Partners sold 187 Invesco Semiconductors ETF shares in Q4 2025, an estimated $14.3K.
Invesco Semiconductors ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1923 holding.
Global Retirement Partners first reported a position in Invesco Semiconductors ETF in Q4 2021 and has held it in 9 quarters since.
Global Retirement Partners's Invesco Semiconductors ETF position peaked at $102K in Q3 2025.
153 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.