Sigma Planning Corp’s Invesco Semiconductors ETF PSI Stock Holding History

Sigma Planning Corp’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	$445K	Buy	2,368 +126	+6%	+$18.1K	0.01%	968
2026 Q1	$212K	Buy	+2,242	New	+$213K	0.01%	1217
2023 Q2	–	Sell	-5,001	Closed	-$206K	–	1324
2023 Q1	$206K	Buy	+5,001	New	+$193K	0.01%	1166
2022 Q2	–	Sell	-5,454	Closed	-$236K	–	1400
2022 Q1	$236K	Sell	5,454 -1,242	-19%	-$54.6K	0.01%	1168
2021 Q4	$343K	Buy	6,696 +1,026	+18%	+$48.7K	0.01%	1008
2021 Q3	$241K	Buy	+5,670	New	+$242K	0.01%	1164
2018 Q4	–	Sell	-17,223	Closed	-$305K	–	945
2018 Q3	$305K	Sell	17,223 -4,380	-20%	-$79.4K	0.02%	676
2018 Q2	$376K	Buy	21,603 +1,380	+7%	+$24.5K	0.03%	546
2018 Q1	$356K	Buy	20,223 +2,490	+14%	+$44.4K	0.03%	542
2017 Q4	$298K	Buy	17,733 +828	+5%	+$14.3K	0.02%	611
2017 Q3	$278K	Sell	16,905 -2,145	-11%	-$32.3K	0.02%	639
2017 Q2	$265K	Buy	+19,050	New	+$275K	0.02%	607
2015 Q3	–	Sell	-107,760	Closed	-$963K	–	735
2015 Q2	$963K	Buy	107,760 +4,041	+4%	+$37.1K	0.13%	189
2015 Q1	$933K	Buy	+103,719	New	+$907K	0.12%	203

Other funds holding PSI

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sigma Planning Corp's PSI Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco Semiconductors ETF (PSI) stake by 5.6% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,368 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #968.

Sigma Planning Corp first reported a position in PSI in Q1 2015 and has held it in 14 quarters since. The position peaked at $963K in Q2 2015. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Sigma Planning Corp held 2,368 shares of Invesco Semiconductors ETF worth $445K as of Q2 2026.
Sigma Planning Corp bought 126 Invesco Semiconductors ETF shares in Q2 2026, an estimated $18.1K.
Invesco Semiconductors ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #968 holding.
Sigma Planning Corp first reported a position in Invesco Semiconductors ETF in Q1 2015 and has held it in 14 quarters since.
Sigma Planning Corp's Invesco Semiconductors ETF position peaked at $963K in Q2 2015.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.