Regatta Research & Money Management’s Invesco Semiconductors ETF PSI Stock Holding History

Regatta Research & Money Management’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	$357K	Buy	+1,905	New	+$274K	0.34%	60

Other funds holding PSI

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Regatta Research & Money Management's PSI Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 1,905 shares worth $357K. The stake represents 0.34% of the portfolio and ranks #60 among its holdings.

191 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Regatta Research & Money Management held 1,905 shares of Invesco Semiconductors ETF worth $357K as of Q2 2026.
Invesco Semiconductors ETF was a new Regatta Research & Money Management position in Q2 2026.
Invesco Semiconductors ETF made up 0.34% of Regatta Research & Money Management's portfolio in Q2 2026, its #60 holding.
191 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.