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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

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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. 48 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.
  • 48 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.