RFP
PSI icon

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
Q2 		– Sell
-50
Closed -$4.72K – 2471
2026
Q1 		$4.72K Buy
+50
New +$4.74K ﹤0.01% 1975

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

Root Financial Partners's PSI Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco Semiconductors ETF (PSI) in Q2 2026, closing a stake of 50 shares — an estimated $4.72K sold.

Root Financial Partners first reported a position in PSI in Q1 2026 and held it in 1 quarter. The position peaked at $4.72K in Q1 2026. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco Semiconductors ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 50 Invesco Semiconductors ETF shares in Q2 2026, an estimated $4.72K.
  • Root Financial Partners first reported a position in Invesco Semiconductors ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Invesco Semiconductors ETF position peaked at $4.72K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.