Sound Income Strategies’s Invesco Semiconductors ETF PSI Stock Holding History

Sound Income Strategies’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	$770K	Sell	5,130 -63	-1%	-$9.05K	0.03%	231
2026 Q2	$975K	Buy	5,193 +861	+20%	+$124K	0.04%	212
2026 Q1	$421K	Sell	4,332 -67	-2%	-$6.35K	0.02%	282
2025 Q4	$407K	Buy	4,399 +4,370	+15,069%	+$334K	0.02%	287
2025 Q3	$2.13K	Hold	29	–	–	﹤0.01%	1333
2025 Q2	$1.74K	Buy	+29	New	+$1.46K	﹤0.01%	1283

Other funds holding PSI

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

MCA

Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Sound Income Strategies's PSI Position: Q3 2026 in Review

Sound Income Strategies reduced its Invesco Semiconductors ETF (PSI) stake by 1.2% in Q3 2026, selling an estimated $9.05K and leaving 5,130 shares worth $770K. The position accounts for 0.03% of the portfolio, ranked #231.

Sound Income Strategies first reported a position in PSI in Q2 2025 and has held it in 6 quarters since. The position peaked at $975K in Q2 2026. 28 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

Sound Income Strategies held 5,130 shares of Invesco Semiconductors ETF worth $770K as of Q3 2026.
Sound Income Strategies sold 63 Invesco Semiconductors ETF shares in Q3 2026, an estimated $9.05K.
Invesco Semiconductors ETF made up 0.03% of Sound Income Strategies's portfolio in Q3 2026, its #231 holding.
Sound Income Strategies first reported a position in Invesco Semiconductors ETF in Q2 2025 and has held it in 6 quarters since.
Sound Income Strategies's Invesco Semiconductors ETF position peaked at $975K in Q2 2026.
28 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.