Sigma Planning Corp
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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
Q3 		– Sell
-2,368
Closed -$445K – 1420
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

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
Artesa Financial Group
Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
AMI Investment Management
AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Sigma Planning Corp's PSI Position: Q3 2026 in Review

Sigma Planning Corp sold out of Invesco Semiconductors ETF (PSI) in Q3 2026, closing a stake of 2,368 shares — an estimated $445K sold.

Sigma Planning Corp first reported a position in PSI in Q1 2015 and held it in 14 quarters. The position peaked at $963K in Q2 2015. 87 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Sigma Planning Corp reported no remaining Invesco Semiconductors ETF position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 2,368 Invesco Semiconductors ETF shares in Q3 2026, an estimated $445K.
  • Sigma Planning Corp first reported a position in Invesco Semiconductors ETF in Q1 2015 and held it in 14 quarters.
  • Sigma Planning Corp's Invesco Semiconductors ETF position peaked at $963K in Q2 2015.
  • 87 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.