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SHP Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

SHP Wealth Management’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 		$566 Hold
6
– – ﹤0.01% 1600
2025
Q4 		$473 Buy
+6
New +$458 ﹤0.01% 1377

Other funds holding PSI

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $445B AUM 25.58% 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 $406M AUM 46.13% 1-Year Est. Return
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

SHP Wealth Management's PSI Position: Q1 2026 in Review

SHP Wealth Management held its Invesco Semiconductors ETF (PSI) position steady in Q1 2026 at 6 shares worth $566. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

SHP Wealth Management first reported a position in PSI in Q4 2025 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • SHP Wealth Management held 6 shares of Invesco Semiconductors ETF worth $566 as of Q1 2026.
  • SHP Wealth Management left its Invesco Semiconductors ETF share count unchanged in Q1 2026.
  • Invesco Semiconductors ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1600 holding.
  • SHP Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2025 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.