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Money Concepts Capital’s Invesco Semiconductors ETF PSI Stock Holding History

Money Concepts Capital’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
2025
Q4 		– Sell
-4,146
Closed -$292K – 534
2025
Q3 		$292K Sell
4,146
-41
-1% -$2.6K 0.02% 396
2025
Q2 		$251K Buy
+4,187
New +$211K 0.02% 403
2023
Q1 		– Sell
-4,182
Closed -$140K – 2270
2022
Q4 		$140K Buy
+4,182
New +$140K 0.01% 838
2022
Q2 		– Sell
-2,475
Closed -$107K – 2331
2022
Q1 		$107K Buy
2,475
+1,725
+230% +$75.8K 0.01% 964
2021
Q4 		$38K Buy
+750
New +$35.6K ﹤0.01% 616
2021
Q1 		$30K Hold
750
– – ﹤0.01% 606
2020
Q4 		$26K Buy
+750
New +$23K ﹤0.01% 561

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
WG
Warner Group Madison, Connecticut $153M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Concepts Capital's PSI Position: Q4 2025 in Review

Money Concepts Capital sold out of Invesco Semiconductors ETF (PSI) in Q4 2025, closing a stake of 4,146 shares — an estimated $292K sold.

Money Concepts Capital first reported a position in PSI in Q4 2020 and held it in 7 quarters. The position peaked at $292K in Q3 2025. 153 funds tracked by Wall St. Rank hold PSI as of Q4 2025.

  • Money Concepts Capital reported no remaining Invesco Semiconductors ETF position as of Q4 2025 after selling out during the quarter.
  • Money Concepts Capital sold 4,146 Invesco Semiconductors ETF shares in Q4 2025, an estimated $292K.
  • Money Concepts Capital first reported a position in Invesco Semiconductors ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's Invesco Semiconductors ETF position peaked at $292K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2025.

Based on Money Concepts Capital's 13F filing for Q4 2025, filed 4 Feb 2026.