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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
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 $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

Harbor Asset Planning's PSI Position: Q2 2026 in Review

Harbor Asset Planning held its Invesco Semiconductors ETF (PSI) position steady in Q2 2026 at 782 shares worth $147K. The position accounts for 0.11% of the portfolio, ranked #119.

Harbor Asset Planning first reported a position in PSI in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Harbor Asset Planning held 782 shares of Invesco Semiconductors ETF worth $147K as of Q2 2026.
  • Harbor Asset Planning left its Invesco Semiconductors ETF share count unchanged in Q2 2026.
  • Invesco Semiconductors ETF made up 0.11% of Harbor Asset Planning's portfolio in Q2 2026, its #119 holding.
  • Harbor Asset Planning first reported a position in Invesco Semiconductors ETF in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.