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J.W. Cole Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

J.W. Cole Advisors’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 		$1.41M Buy
+7,486
New +$1.08M 0.02% 630
2025
Q1 		– Sell
-3,500
Closed -$203K – 1330
2024
Q4 		$203K Buy
+3,500
New +$201K 0.01% 906

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

J.W. Cole Advisors's PSI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 7,486 shares worth $1.41M. The stake represents 0.02% of the portfolio and ranks #630 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PSI as recently as Q4 2024.

J.W. Cole Advisors first reported a position in PSI in Q4 2024 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • J.W. Cole Advisors held 7,486 shares of Invesco Semiconductors ETF worth $1.41M as of Q2 2026.
  • Invesco Semiconductors ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Invesco Semiconductors ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #630 holding.
  • J.W. Cole Advisors first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.