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 Q2	$809K	Sell	4,307 -8	-0.2%	-$1.15K	0.07%	239
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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Institute for Wealth Management's PSI Position: Q2 2026 in Review

Institute for Wealth Management reduced its Invesco Semiconductors ETF (PSI) stake by 0.19% in Q2 2026, selling an estimated $1.15K and leaving 4,307 shares worth $809K. The position accounts for 0.07% of the portfolio, ranked #239.

Institute for Wealth Management first reported a position in PSI in Q4 2019 and has held it in 17 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Institute for Wealth Management held 4,307 shares of Invesco Semiconductors ETF worth $809K as of Q2 2026.
Institute for Wealth Management sold 8 Invesco Semiconductors ETF shares in Q2 2026, an estimated $1.15K.
Invesco Semiconductors ETF made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #239 holding.
Institute for Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2019 and has held it in 17 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.