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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
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 $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

Sage Mountain Advisors's PSI Position: Q2 2026 in Review

Sage Mountain Advisors held its Invesco Semiconductors ETF (PSI) position steady in Q2 2026 at 190 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Sage Mountain Advisors first reported a position in PSI in Q4 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Sage Mountain Advisors held 190 shares of Invesco Semiconductors ETF worth $35.7K as of Q2 2026.
  • Sage Mountain Advisors left its Invesco Semiconductors ETF share count unchanged in Q2 2026.
  • Invesco Semiconductors ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #276 holding.
  • Sage Mountain Advisors first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 7 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.