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Lebenthal Global Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Lebenthal Global 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 		$756K Buy
4,025
+75
+2% +$10.8K 0.1% 141
2026
Q1 		$373K Sell
3,950
-300
-7% -$28.5K 0.05% 168
2025
Q4 		$335K Buy
4,250
+300
+8% +$22.9K 0.05% 165
2025
Q3 		$278K Hold
3,950
– – 0.05% 179
2025
Q2 		$237K Buy
+3,950
New +$199K 0.04% 180
2025
Q1 		– Sell
-3,950
Closed -$229K – 197
2024
Q4 		$229K Hold
3,950
– – 0.04% 187
2024
Q3 		$227K Hold
3,950
– – 0.05% 172
2024
Q2 		$248K Hold
3,950
– – 0.05% 166
2024
Q1 		$223K Buy
+3,950
New +$205K 0.05% 178
2023
Q2 		– Sell
-9,990
Closed -$411K – 123
2023
Q1 		$411K Sell
9,990
-120
-1% -$4.64K 0.13% 81
2022
Q4 		$337K Sell
10,110
-1,050
-9% -$35.1K 0.11% 99
2022
Q3 		$334K Buy
11,160
+180
+2% +$6.24K 0.15% 84
2022
Q2 		$357K Buy
10,980
+525
+5% +$19.3K 0.17% 91
2022
Q1 		$451K Sell
10,455
-300
-3% -$13.2K 0.19% 90
2021
Q4 		$550K Buy
10,755
+2,145
+25% +$102K 0.22% 68
2021
Q3 		$366K Buy
8,610
+900
+12% +$38.3K 0.23% 84
2021
Q2 		$329K Hold
7,710
– – 0.18% 111
2021
Q1 		$309K Buy
7,710
+1,695
+28% +$66K 0.19% 95
2020
Q4 		$210K Buy
+6,015
New +$185K 0.15% 96

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

Lebenthal Global Advisors's PSI Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Invesco Semiconductors ETF (PSI) stake by 1.9% in Q2 2026, buying an estimated $10.8K and bringing the position to 4,025 shares worth $756K. The position accounts for 0.1% of the portfolio, ranked #141.

Lebenthal Global Advisors first reported a position in PSI in Q4 2020 and has held it in 19 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Lebenthal Global Advisors held 4,025 shares of Invesco Semiconductors ETF worth $756K as of Q2 2026.
  • Lebenthal Global Advisors bought 75 Invesco Semiconductors ETF shares in Q2 2026, an estimated $10.8K.
  • Invesco Semiconductors ETF made up 0.1% of Lebenthal Global Advisors's portfolio in Q2 2026, its #141 holding.
  • Lebenthal Global Advisors first reported a position in Invesco Semiconductors ETF in Q4 2020 and has held it in 19 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.