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 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sigma Planning Corp's PSI Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in Invesco Semiconductors ETF (PSI) in Q1 2026: 2,242 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in PSI as recently as Q1 2023.

Sigma Planning Corp first reported a position in PSI in Q1 2015 and has held it in 13 quarters since. The position peaked at $963K in Q2 2015. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Sigma Planning Corp held 2,242 shares of Invesco Semiconductors ETF worth $212K as of Q1 2026.
Invesco Semiconductors ETF was a new Sigma Planning Corp position in Q1 2026.
Invesco Semiconductors ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1217 holding.
Sigma Planning Corp first reported a position in Invesco Semiconductors ETF in Q1 2015 and has held it in 13 quarters since.
Sigma Planning Corp's Invesco Semiconductors ETF position peaked at $963K in Q2 2015.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.