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Sowell Financial Services’s Invesco Semiconductors ETF PSI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-18,200
Closed -$862K – 1090
2025
Q1 		$862K Buy
+18,200
New +$1.03M 0.04% 428
2021
Q2 		– Sell
-33
Closed -$1K – 2158
2021
Q1 		$1K Buy
+33
New +$1.29K ﹤0.01% 2993

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Sowell Financial Services's PSI Position: Q2 2025 in Review

Sowell Financial Services sold out of Invesco Semiconductors ETF (PSI) in Q2 2025, closing a stake of 18,200 shares — an estimated $862K sold.

Sowell Financial Services first reported a position in PSI in Q1 2021 and held it in 2 quarters. The position peaked at $862K in Q1 2025. 126 funds tracked by Wall St. Rank hold PSI as of Q2 2025.

  • Sowell Financial Services reported no remaining Invesco Semiconductors ETF position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 18,200 Invesco Semiconductors ETF shares in Q2 2025, an estimated $862K.
  • Sowell Financial Services first reported a position in Invesco Semiconductors ETF in Q1 2021 and held it in 2 quarters.
  • Sowell Financial Services's Invesco Semiconductors ETF position peaked at $862K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.