IHT Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

IHT 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
2025 Q3	–	Sell	-4,954	Closed	-$297K	–	1213
2025 Q2	$297K	Buy	+4,954	New	+$249K	0.01%	893
2023 Q3	–	Sell	-4,671	Closed	-$213K	–	1016
2023 Q2	$213K	Buy	+4,671	New	+$189K	0.01%	859
2021 Q4	–	Sell	-10,734	Closed	-$456K	–	843
2021 Q3	$456K	Sell	10,734 -1,215	-10%	-$51.8K	0.04%	454
2021 Q2	$511K	Buy	+11,949	New	+$487K	0.03%	526

Other funds holding PSI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IHT Wealth Management's PSI Position: Q3 2025 in Review

IHT Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q3 2025, closing a stake of 4,954 shares — an estimated $297K sold.

IHT Wealth Management first reported a position in PSI in Q2 2021 and held it in 4 quarters. The position peaked at $511K in Q2 2021. 133 funds tracked by Wall St. Rank hold PSI as of Q3 2025.

IHT Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q3 2025 after selling out during the quarter.
IHT Wealth Management sold 4,954 Invesco Semiconductors ETF shares in Q3 2025, an estimated $297K.
IHT Wealth Management first reported a position in Invesco Semiconductors ETF in Q2 2021 and held it in 4 quarters.
IHT Wealth Management's Invesco Semiconductors ETF position peaked at $511K in Q2 2021.
133 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.