Sage Mountain Advisors
PSI icon

Sage Mountain Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Sage Mountain 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
Q3 		$29K Hold
190
– – ﹤0.01% 265
2026
Q2 		$35.7K Hold
190
– – ﹤0.01% 276
2026
Q1 		$17.9K Hold
190
– – ﹤0.01% 265
2025
Q4 		$15K Hold
190
– – ﹤0.01% 547
2025
Q3 		$13.4K Hold
190
– – ﹤0.01% 535
2025
Q2 		$11.4K Hold
190
– – ﹤0.01% 481
2025
Q1 		$9K Hold
190
– – ﹤0.01% 481
2024
Q4 		$11K Buy
+190
New +$10.9K ﹤0.01% 458

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Sage Mountain Advisors's PSI Position: Q3 2026 in Review

Sage Mountain Advisors held its Invesco Semiconductors ETF (PSI) position steady in Q3 2026 at 190 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Sage Mountain Advisors first reported a position in PSI in Q4 2024 and has held it in 8 quarters since. The position peaked at $35.7K in Q2 2026. 197 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Sage Mountain Advisors held 190 shares of Invesco Semiconductors ETF worth $29K as of Q3 2026.
  • Sage Mountain Advisors left its Invesco Semiconductors ETF share count unchanged in Q3 2026.
  • Invesco Semiconductors ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #265 holding.
  • Sage Mountain Advisors first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 8 quarters since.
  • Sage Mountain Advisors's Invesco Semiconductors ETF position peaked at $35.7K in Q2 2026.
  • 197 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.