Harbor Asset Planning
PSI icon

Harbor Asset Planning’s Invesco Semiconductors ETF PSI Stock Holding History

Harbor Asset Planning’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 		$119K Hold
782
– – 0.09% 130
2026
Q2 		$147K Hold
782
– – 0.11% 119
2026
Q1 		$73.7K Hold
782
– – 0.06% 166
2025
Q4 		$61.6K Buy
782
+134
+21% +$10.2K 0.05% 177
2025
Q3 		$45.6K Buy
648
+1
+0.2% +$63 0.04% 193
2025
Q2 		$38.8K Buy
+647
New +$32.6K 0.04% 204

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Members Advisory Group
Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return
Artesa Financial Group
Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbor Asset Planning's PSI Position: Q3 2026 in Review

Harbor Asset Planning held its Invesco Semiconductors ETF (PSI) position steady in Q3 2026 at 782 shares worth $119K. The position accounts for 0.09% of the portfolio, ranked #130.

Harbor Asset Planning first reported a position in PSI in Q2 2025 and has held it in 6 quarters since. The position peaked at $147K in Q2 2026. 134 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Harbor Asset Planning held 782 shares of Invesco Semiconductors ETF worth $119K as of Q3 2026.
  • Harbor Asset Planning left its Invesco Semiconductors ETF share count unchanged in Q3 2026.
  • Invesco Semiconductors ETF made up 0.09% of Harbor Asset Planning's portfolio in Q3 2026, its #130 holding.
  • Harbor Asset Planning first reported a position in Invesco Semiconductors ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Invesco Semiconductors ETF position peaked at $147K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.