Institute for Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Institute for 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
2026 Q1	$407K	Sell	4,315 -50	-1%	-$4.74K	0.04%	360
2025 Q4	$344K	Hold	4,365	–	–	0.04%	400
2025 Q3	$307K	Hold	4,365	–	–	0.03%	446
2025 Q2	$262K	Hold	4,365	–	–	0.03%	472
2025 Q1	$207K	Hold	4,365	–	–	0.03%	500
2024 Q4	$253K	Hold	4,365	–	–	0.03%	438
2024 Q3	$251K	Hold	4,365	–	–	0.03%	459
2024 Q2	$274K	Hold	4,365	–	–	0.04%	406
2024 Q1	$246K	Hold	4,365	–	–	0.03%	435
2023 Q4	$216K	Buy	+4,365	New	+$190K	0.04%	446
2023 Q3	–	Sell	-4,479	Closed	-$204K	–	475
2023 Q2	$204K	Buy	+4,479	New	+$181K	0.03%	439
2022 Q2	–	Sell	-4,665	Closed	-$202K	–	552
2022 Q1	$202K	Hold	4,665	–	–	0.03%	513
2021 Q4	$239K	Sell	4,665 -1,359	-23%	-$64.5K	0.04%	427
2021 Q3	$256K	Hold	6,024	–	–	0.04%	412
2021 Q2	$258K	Buy	+6,024	New	+$246K	0.05%	411
2020 Q1	–	Sell	-4,665	Closed	-$104K	–	604
2019 Q4	$104K	Buy	+4,665	New	+$96.6K	0.02%	473

Other funds holding PSI

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

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

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

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Warner Group Madison, Connecticut $153M AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institute for Wealth Management's PSI Position: Q1 2026 in Review

Institute for Wealth Management reduced its Invesco Semiconductors ETF (PSI) stake by 1.1% in Q1 2026, selling an estimated $4.74K and leaving 4,315 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #360.

Institute for Wealth Management first reported a position in PSI in Q4 2019 and has held it in 16 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Institute for Wealth Management held 4,315 shares of Invesco Semiconductors ETF worth $407K as of Q1 2026.
Institute for Wealth Management sold 50 Invesco Semiconductors ETF shares in Q1 2026, an estimated $4.74K.
Invesco Semiconductors ETF made up 0.04% of Institute for Wealth Management's portfolio in Q1 2026, its #360 holding.
Institute for Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2019 and has held it in 16 quarters since.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.