PSF
PSI icon

Pacific Sun Financial’s Invesco Semiconductors ETF PSI Stock Holding History

Pacific Sun Financial’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 		$276K Buy
2,922
+10
+0.3% +$948 0.13% 172
2025
Q4 		$230K Sell
2,912
-42
-1% -$3.21K 0.11% 180
2025
Q3 		$208K Buy
+2,954
New +$187K 0.1% 186

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

Pacific Sun Financial's PSI Position: Q1 2026 in Review

Pacific Sun Financial increased its Invesco Semiconductors ETF (PSI) stake by 0.34% in Q1 2026, buying an estimated $948 and bringing the position to 2,922 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #172.

Pacific Sun Financial first reported a position in PSI in Q3 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Pacific Sun Financial held 2,922 shares of Invesco Semiconductors ETF worth $276K as of Q1 2026.
  • Pacific Sun Financial bought 10 Invesco Semiconductors ETF shares in Q1 2026, an estimated $948.
  • Invesco Semiconductors ETF made up 0.13% of Pacific Sun Financial's portfolio in Q1 2026, its #172 holding.
  • Pacific Sun Financial first reported a position in Invesco Semiconductors ETF in Q3 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.