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Golden State Equity Partners’s Invesco Semiconductors ETF PSI Stock Holding History

Golden State Equity 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
2026
Q2 		– Sell
-300
Closed -$28.3K – 1382
2026
Q1 		$28.3K Buy
+300
New +$28.5K ﹤0.01% 1004
2025
Q1 		– Sell
-4,417
Closed -$256K – 466
2024
Q4 		$256K Sell
4,417
-43
-1% -$2.46K 0.05% 361
2024
Q3 		$257K Buy
4,460
+785
+21% +$44.9K 0.04% 362
2024
Q2 		$231K Buy
+3,675
New +$212K 0.05% 363

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Golden State Equity Partners's PSI Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco Semiconductors ETF (PSI) in Q2 2026, closing a stake of 300 shares — an estimated $28.3K sold.

Golden State Equity Partners first reported a position in PSI in Q2 2024 and held it in 4 quarters. The position peaked at $257K in Q3 2024. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Golden State Equity Partners reported no remaining Invesco Semiconductors ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 300 Invesco Semiconductors ETF shares in Q2 2026, an estimated $28.3K.
  • Golden State Equity Partners first reported a position in Invesco Semiconductors ETF in Q2 2024 and held it in 4 quarters.
  • Golden State Equity Partners's Invesco Semiconductors ETF position peaked at $257K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.