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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
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

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

Sage Mountain Advisors's PSI Position: Q1 2026 in Review

Sage Mountain Advisors held its Invesco Semiconductors ETF (PSI) position steady in Q1 2026 at 190 shares worth $17.9K. 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 6 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Sage Mountain Advisors held 190 shares of Invesco Semiconductors ETF worth $17.9K as of Q1 2026.
  • Sage Mountain Advisors left its Invesco Semiconductors ETF share count unchanged in Q1 2026.
  • Invesco Semiconductors ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #265 holding.
  • Sage Mountain Advisors first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.