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Independent Advisor Alliance’s Invesco Semiconductors ETF PSI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-193,485
Closed -$18.3M – 1474
2026
Q1 		$18.3M Buy
+193,485
New +$18.4M 0.2% 107
2025
Q1 		– Sell
-171,925
Closed -$9.96M – 1212
2024
Q4 		$9.96M Buy
+171,925
New +$9.86M 0.13% 167

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 $103B AUM 28.65% 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

Independent Advisor Alliance's PSI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Semiconductors ETF (PSI) in Q2 2026, closing a stake of 193,485 shares — an estimated $18.3M sold.

Independent Advisor Alliance first reported a position in PSI in Q4 2024 and held it in 2 quarters. The position peaked at $18.3M in Q1 2026. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco Semiconductors ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 193,485 Invesco Semiconductors ETF shares in Q2 2026, an estimated $18.3M.
  • Independent Advisor Alliance first reported a position in Invesco Semiconductors ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco Semiconductors ETF position peaked at $18.3M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.