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Integrated Wealth Concepts’s Invesco Semiconductors ETF PSI Stock Holding History

Integrated Wealth Concepts’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
11,944
-1,350
-10% -$194K 0.01% 786
2026
Q1 		$1.25M Buy
+13,294
New +$1.26M 0.01% 998
2025
Q4 		– Sell
-14,547
Closed -$1.02M – 1949
2025
Q3 		$1.02M Sell
14,547
-370
-2% -$23.4K 0.01% 968
2025
Q2 		$894K Buy
14,917
+90
+0.6% +$4.53K 0.01% 983
2025
Q1 		$703K Sell
14,827
-500
-3% -$28.4K 0.01% 995
2024
Q4 		$888K Hold
15,327
– – 0.01% 873
2024
Q3 		$882K Sell
15,327
-1,020
-6% -$58.3K 0.01% 857
2024
Q2 		$1.03M Hold
16,347
– – 0.01% 748
2024
Q1 		$922K Buy
16,347
+66
+0.4% +$3.43K 0.01% 784
2023
Q4 		$806K Hold
16,281
– – 0.01% 806
2023
Q3 		$697K Sell
16,281
-180
-1% -$8.08K 0.01% 841
2023
Q2 		$751K Sell
16,461
-435
-3% -$17.6K 0.01% 801
2023
Q1 		$696K Buy
+16,896
New +$653K 0.01% 742

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 $104B AUM 28.3% 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

Integrated Wealth Concepts's PSI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Invesco Semiconductors ETF (PSI) stake by 10% in Q2 2026, selling an estimated $194K and leaving 11,944 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #786.

Integrated Wealth Concepts first reported a position in PSI in Q1 2023 and has held it in 13 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Integrated Wealth Concepts held 11,944 shares of Invesco Semiconductors ETF worth $2.24M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,350 Invesco Semiconductors ETF shares in Q2 2026, an estimated $194K.
  • Invesco Semiconductors ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #786 holding.
  • Integrated Wealth Concepts first reported a position in Invesco Semiconductors ETF in Q1 2023 and has held it in 13 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.