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 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's PSI Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco Semiconductors ETF (PSI) stake by 12% in Q1 2026, buying an estimated $33.2K and bringing the position to 3,333 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Kestra Advisory Services first reported a position in PSI in Q2 2021 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Kestra Advisory Services held 3,333 shares of Invesco Semiconductors ETF worth $315K as of Q1 2026.
Kestra Advisory Services bought 350 Invesco Semiconductors ETF shares in Q1 2026, an estimated $33.2K.
Invesco Semiconductors ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2579 holding.
Kestra Advisory Services first reported a position in Invesco Semiconductors ETF in Q2 2021 and has held it in 9 quarters since.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.