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M Holdings Securities’s Invesco Semiconductors ETF PSI Stock Holding History

M Holdings Securities’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 		$2.74M Buy
21,535
+1,249
+6% +$118K 0.19% 98
2025
Q4 		$1.6M Buy
+20,286
New +$1.55M 0.11% 149
2025
Q3 		– Sell
-20,326
Closed -$1.22M – 168
2025
Q2 		$1.22M Buy
+20,326
New +$1.02M 0.21% 75
2024
Q3 		– Sell
-5,995
Closed -$377K – 249
2024
Q2 		$377K Buy
+5,995
New +$346K 0.05% 203

Other funds holding PSI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $153M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M Holdings Securities's PSI Position: Q1 2026 in Review

M Holdings Securities increased its Invesco Semiconductors ETF (PSI) stake by 6.2% in Q1 2026, buying an estimated $118K and bringing the position to 21,535 shares worth $2.74M. The position accounts for 0.19% of the portfolio, ranked #98.

M Holdings Securities first reported a position in PSI in Q2 2024 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • M Holdings Securities held 21,535 shares of Invesco Semiconductors ETF worth $2.74M as of Q1 2026.
  • M Holdings Securities bought 1,249 Invesco Semiconductors ETF shares in Q1 2026, an estimated $118K.
  • Invesco Semiconductors ETF made up 0.19% of M Holdings Securities's portfolio in Q1 2026, its #98 holding.
  • M Holdings Securities first reported a position in Invesco Semiconductors ETF in Q2 2024 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.