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Portus Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Portus Wealth Advisors’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
-242
Closed -$22.8K – 407
2026
Q1 		$22.8K Buy
+242
New +$23K 0.02% 93

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 $104B AUM 28.3% 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

Portus Wealth Advisors's PSI Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Invesco Semiconductors ETF (PSI) in Q2 2026, closing a stake of 242 shares — an estimated $22.8K sold.

Portus Wealth Advisors first reported a position in PSI in Q1 2026 and held it in 1 quarter. The position peaked at $22.8K in Q1 2026. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Invesco Semiconductors ETF position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 242 Invesco Semiconductors ETF shares in Q2 2026, an estimated $22.8K.
  • Portus Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Invesco Semiconductors ETF position peaked at $22.8K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.