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Silver Oak Securities’s Invesco Semiconductors ETF PSI Stock Holding History

Silver Oak Securities’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
2025
Q1 		– Sell
-10,995
Closed -$640K – 694
2024
Q4 		$640K Buy
+10,995
New +$630K 0.06% 327

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Silver Oak Securities's PSI Position: Q1 2025 in Review

Silver Oak Securities sold out of Invesco Semiconductors ETF (PSI) in Q1 2025, closing a stake of 10,995 shares — an estimated $640K sold.

Silver Oak Securities first reported a position in PSI in Q4 2024 and held it in 1 quarter. The position peaked at $640K in Q4 2024. 109 funds tracked by Wall St. Rank hold PSI as of Q1 2025.

  • Silver Oak Securities reported no remaining Invesco Semiconductors ETF position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Securities sold 10,995 Invesco Semiconductors ETF shares in Q1 2025, an estimated $640K.
  • Silver Oak Securities first reported a position in Invesco Semiconductors ETF in Q4 2024 and held it in 1 quarter.
  • Silver Oak Securities's Invesco Semiconductors ETF position peaked at $640K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.