Lebenthal Global Advisors
PSI icon

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
Q3 		$610K Sell
4,000
-25
-0.6% -$3.59K 0.08% 150
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 $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Members Advisory Group
Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return
Artesa Financial Group
Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return

Lebenthal Global Advisors's PSI Position: Q3 2026 in Review

Lebenthal Global Advisors reduced its Invesco Semiconductors ETF (PSI) stake by 0.62% in Q3 2026, selling an estimated $3.59K and leaving 4,000 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #150.

Lebenthal Global Advisors first reported a position in PSI in Q4 2020 and has held it in 20 quarters since. The position peaked at $756K in Q2 2026. 144 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Lebenthal Global Advisors held 4,000 shares of Invesco Semiconductors ETF worth $610K as of Q3 2026.
  • Lebenthal Global Advisors sold 25 Invesco Semiconductors ETF shares in Q3 2026, an estimated $3.59K.
  • Invesco Semiconductors ETF made up 0.08% of Lebenthal Global Advisors's portfolio in Q3 2026, its #150 holding.
  • Lebenthal Global Advisors first reported a position in Invesco Semiconductors ETF in Q4 2020 and has held it in 20 quarters since.
  • Lebenthal Global Advisors's Invesco Semiconductors ETF position peaked at $756K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.