Kestra Private Wealth Services’s Invesco Semiconductors ETF PSI Stock Holding History

Kestra Private Wealth 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	$437K	Sell	4,631 -220	-5%	-$20.9K	0.01%	1279
2025 Q4	$383K	Buy	4,851 +10	+0.2%	+$764	﹤0.01%	1314
2025 Q3	$340K	Sell	4,841 -355	-7%	-$22.5K	﹤0.01%	1298
2025 Q2	$312K	Sell	5,196 -1,637	-24%	-$82.4K	﹤0.01%	1263
2025 Q1	$324K	Buy	6,833 +2,563	+60%	+$146K	0.01%	1167
2024 Q4	$247K	Hold	4,270	–	–	﹤0.01%	1212
2024 Q3	$246K	Sell	4,270 -200	-4%	-$11.4K	﹤0.01%	1170
2024 Q2	$281K	Hold	4,470	–	–	0.01%	1074
2024 Q1	$252K	Sell	4,470 -20	-0.4%	-$1.04K	0.01%	1084
2023 Q4	$222K	Buy	+4,490	New	+$195K	0.01%	1068
2023 Q3	–	Sell	-5,190	Closed	-$237K	–	1203
2023 Q2	$237K	Buy	+5,190	New	+$210K	0.01%	903

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 Private Wealth Services's PSI Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Invesco Semiconductors ETF (PSI) stake by 4.5% in Q1 2026, selling an estimated $20.9K and leaving 4,631 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #1279.

Kestra Private Wealth Services first reported a position in PSI in Q2 2023 and has held it in 11 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Kestra Private Wealth Services held 4,631 shares of Invesco Semiconductors ETF worth $437K as of Q1 2026.
Kestra Private Wealth Services sold 220 Invesco Semiconductors ETF shares in Q1 2026, an estimated $20.9K.
Invesco Semiconductors ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1279 holding.
Kestra Private Wealth Services first reported a position in Invesco Semiconductors ETF in Q2 2023 and has held it in 11 quarters since.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.