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Independent Financial Group’s Invesco Semiconductors ETF PSI Stock Holding History

Independent Financial Group’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 		$2.24M Sell
11,911
-819
-6% -$118K 0.04% 420
2026
Q1 		$1.2M Sell
12,730
-679
-5% -$64.4K 0.03% 558
2025
Q4 		$1.06M Buy
13,409
+5,768
+75% +$440K 0.02% 599
2025
Q3 		$537K Hold
7,641
– – 0.01% 823
2025
Q2 		$458K Sell
7,641
-33
-0.4% -$1.66K 0.01% 815
2025
Q1 		$364K Buy
7,674
+292
+4% +$16.6K 0.01% 852
2024
Q4 		$428K Sell
7,382
-80
-1% -$4.59K 0.01% 756
2024
Q3 		$429K Sell
7,462
-6,727
-47% -$384K 0.02% 713
2024
Q2 		$891K Sell
14,189
-969
-6% -$55.9K 0.04% 432
2024
Q1 		$855K Buy
15,158
+1,028
+7% +$53.5K 0.04% 417
2023
Q4 		$699K Buy
14,130
+278
+2% +$12.1K 0.04% 462
2023
Q3 		$593K Buy
13,852
+109
+0.8% +$4.89K 0.04% 445
2023
Q2 		$627K Buy
13,743
+6,402
+87% +$258K 0.04% 420
2023
Q1 		$302K Hold
7,341
– – 0.02% 605
2022
Q4 		$245K Hold
7,341
– – 0.02% 639
2022
Q3 		$220K Hold
7,341
– – 0.02% 635
2022
Q2 		$239K Sell
7,341
-5,910
-45% -$217K 0.03% 580
2022
Q1 		$573K Sell
13,251
-1,131
-8% -$49.7K 0.05% 390
2021
Q4 		$736K Buy
14,382
+6,534
+83% +$310K 0.06% 328
2021
Q3 		$334K Buy
7,848
+15
+0.2% +$639 0.03% 498
2021
Q2 		$335K Sell
7,833
-7,812
-50% -$318K 0.04% 501
2021
Q1 		$628K Sell
15,645
-2,997
-16% -$117K 0.08% 269
2020
Q4 		$652K Buy
18,642
+405
+2% +$12.4K 0.1% 242
2020
Q3 		$471K Sell
18,237
-2,646
-13% -$68.7K 0.09% 249
2020
Q2 		$509K Sell
20,883
-2,232
-10% -$48.8K 0.11% 222
2020
Q1 		$419K Buy
+23,115
New +$494K 0.12% 199

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 Financial Group's PSI Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco Semiconductors ETF (PSI) stake by 6.4% in Q2 2026, selling an estimated $118K and leaving 11,911 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #420.

Independent Financial Group first reported a position in PSI in Q1 2020 and has held it in 26 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Independent Financial Group held 11,911 shares of Invesco Semiconductors ETF worth $2.24M as of Q2 2026.
  • Independent Financial Group sold 819 Invesco Semiconductors ETF shares in Q2 2026, an estimated $118K.
  • Invesco Semiconductors ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #420 holding.
  • Independent Financial Group first reported a position in Invesco Semiconductors ETF in Q1 2020 and has held it in 26 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.