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Newbridge Financial Services Group’s Invesco Semiconductors ETF PSI Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-280
Closed -$26.4K – 1272
2026
Q1 		$26.4K Buy
280
+100
+56% +$9.48K ﹤0.01% 577
2025
Q4 		$14.2K Hold
180
– – ﹤0.01% 722
2025
Q3 		$12.7K Hold
180
– – ﹤0.01% 853
2025
Q2 		$10.8K Sell
180
-50
-22% -$2.52K ﹤0.01% 864
2025
Q1 		$10.9K Buy
230
+35
+18% +$1.99K ﹤0.01% 665
2024
Q4 		$11.3K Sell
195
-300
-61% -$17.2K ﹤0.01% 709
2024
Q3 		$28.5K Sell
495
-530
-52% -$30.3K 0.01% 320
2024
Q2 		$64.4K Buy
1,025
+600
+141% +$34.6K 0.02% 332
2024
Q1 		$24K Buy
+425
New +$22.1K 0.01% 564

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 $103B AUM 28.65% 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

Newbridge Financial Services Group's PSI Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Invesco Semiconductors ETF (PSI) in Q2 2026, closing a stake of 280 shares — an estimated $26.4K sold.

Newbridge Financial Services Group first reported a position in PSI in Q1 2024 and held it in 9 quarters. The position peaked at $64.4K in Q2 2024. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Invesco Semiconductors ETF position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 280 Invesco Semiconductors ETF shares in Q2 2026, an estimated $26.4K.
  • Newbridge Financial Services Group first reported a position in Invesco Semiconductors ETF in Q1 2024 and held it in 9 quarters.
  • Newbridge Financial Services Group's Invesco Semiconductors ETF position peaked at $64.4K in Q2 2024.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.