Kestra Advisory Services’s Invesco Semiconductors ETF PSI Stock Holding History

Kestra Advisory Services’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 Q3	$14.7M	Buy	96,563 +83,314	+629%	+$12M	0.04%	433
2026 Q2	$2.49M	Buy	13,249 +9,916	+298%	+$1.43M	0.01%	1210
2026 Q1	$315K	Buy	3,333 +350	+12%	+$33.2K	﹤0.01%	2579
2025 Q4	$235K	Buy	+2,983	New	+$228K	﹤0.01%	2743
2024 Q4	–	Sell	-5,191	Closed	-$299K	–	2783
2024 Q3	$299K	Buy	+5,191	New	+$297K	﹤0.01%	2091
2023 Q3	–	Sell	-4,521	Closed	-$206K	–	2206
2023 Q2	$206K	Buy	+4,521	New	+$183K	﹤0.01%	1888
2023 Q1	–	Sell	-8,697	Closed	-$290K	–	2262
2022 Q4	$290K	Buy	8,697 +1,797	+26%	+$60.1K	﹤0.01%	1770
2022 Q3	$207K	Buy	+6,900	New	+$239K	﹤0.01%	1865
2022 Q1	–	Sell	-5,160	Closed	-$264K	–	2098
2021 Q4	$264K	Hold	5,160	–	–	﹤0.01%	1685
2021 Q3	$219K	Buy	5,160 +150	+3%	+$6.39K	﹤0.01%	1924
2021 Q2	$214K	Buy	+5,010	New	+$204K	﹤0.01%	1823

Other funds holding PSI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Kestra Advisory Services's PSI Position: Q3 2026 in Review

Kestra Advisory Services increased its Invesco Semiconductors ETF (PSI) stake by 629% in Q3 2026, buying an estimated $12M and bringing the position to 96,563 shares worth $14.7M. The position accounts for 0.04% of the portfolio, ranked #433.

Kestra Advisory Services first reported a position in PSI in Q2 2021 and has held it in 11 quarters since. 94 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

Kestra Advisory Services held 96,563 shares of Invesco Semiconductors ETF worth $14.7M as of Q3 2026.
Kestra Advisory Services bought 83,314 Invesco Semiconductors ETF shares in Q3 2026, an estimated $12M.
Invesco Semiconductors ETF made up 0.04% of Kestra Advisory Services's portfolio in Q3 2026, its #433 holding.
Kestra Advisory Services first reported a position in Invesco Semiconductors ETF in Q2 2021 and has held it in 11 quarters since.
94 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.