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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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $153M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Wealth Concepts's PSI Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Semiconductors ETF (PSI) in Q1 2026: 13,294 shares worth $1.25M. The stake represents 0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PSI as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PSI in Q1 2023 and has held it in 12 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Integrated Wealth Concepts held 13,294 shares of Invesco Semiconductors ETF worth $1.25M as of Q1 2026.
  • Invesco Semiconductors ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Invesco Semiconductors ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #998 holding.
  • Integrated Wealth Concepts first reported a position in Invesco Semiconductors ETF in Q1 2023 and has held it in 12 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.