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Golden State Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Golden State 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
Q2 		$495K Sell
2,635
-458
-15% -$65.9K 0.05% 280
2026
Q1 		$292K Buy
3,093
+2,136
+223% +$203K 0.03% 329
2025
Q4 		$75.5K Buy
957
+882
+1,176% +$67.4K 0.01% 586
2025
Q3 		$5.34K Hold
75
– – ﹤0.01% 1241
2025
Q2 		$4.55K Hold
75
– – ﹤0.01% 1243
2025
Q1 		$3.59K Hold
75
– – ﹤0.01% 1234
2024
Q4 		$4.39K Buy
+75
New +$4.3K ﹤0.01% 1139

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 Wealth Management's PSI Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco Semiconductors ETF (PSI) stake by 15% in Q2 2026, selling an estimated $65.9K and leaving 2,635 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #280.

Golden State Wealth Management first reported a position in PSI in Q4 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Golden State Wealth Management held 2,635 shares of Invesco Semiconductors ETF worth $495K as of Q2 2026.
  • Golden State Wealth Management sold 458 Invesco Semiconductors ETF shares in Q2 2026, an estimated $65.9K.
  • Invesco Semiconductors ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Golden State Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 7 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.