Root Financial Partners’s Invesco Semiconductors ETF PSI Stock Holding History

Root Financial Partners’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	$4.72K	Buy	+50	New	+$4.74K	﹤0.01%	1975

Other funds holding PSI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Root Financial Partners's PSI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Invesco Semiconductors ETF (PSI) in Q1 2026: 50 shares worth $4.72K. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings.

179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Root Financial Partners held 50 shares of Invesco Semiconductors ETF worth $4.72K as of Q1 2026.
Invesco Semiconductors ETF was a new Root Financial Partners position in Q1 2026.
Invesco Semiconductors ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1975 holding.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.