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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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $153M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Wealth Management's PSI Position: Q1 2026 in Review

Golden State Wealth Management increased its Invesco Semiconductors ETF (PSI) stake by 223% in Q1 2026, buying an estimated $203K and bringing the position to 3,093 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #329.

Golden State Wealth Management first reported a position in PSI in Q4 2024 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Golden State Wealth Management held 3,093 shares of Invesco Semiconductors ETF worth $292K as of Q1 2026.
  • Golden State Wealth Management bought 2,136 Invesco Semiconductors ETF shares in Q1 2026, an estimated $203K.
  • Invesco Semiconductors ETF made up 0.03% of Golden State Wealth Management's portfolio in Q1 2026, its #329 holding.
  • Golden State Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.