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Spire Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Spire Wealth Management’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
Q2 		$502K Buy
2,675
+93
+4% +$13.4K 0.02% 547
2026
Q1 		$244K Buy
2,582
+52
+2% +$4.93K 0.01% 721
2025
Q4 		$200K Hold
2,530
– – 0.01% 794
2025
Q3 		$178K Buy
2,530
+74
+3% +$4.69K 0.01% 813
2025
Q2 		$147K Sell
2,456
-48
-2% -$2.42K 0.01% 843
2025
Q1 		$119K Buy
2,504
+439
+21% +$24.9K ﹤0.01% 979
2024
Q4 		$120K Buy
2,065
+1
+0% +$57 ﹤0.01% 976
2024
Q3 		$119K Hold
2,064
– – ﹤0.01% 860
2024
Q2 		$130K Buy
2,064
+362
+21% +$20.9K ﹤0.01% 831
2024
Q1 		$96K Buy
1,702
+495
+41% +$25.7K ﹤0.01% 1002
2023
Q4 		$61K Buy
1,207
+2
+0.2% +$87 ﹤0.01% 1141
2023
Q3 		$51.6K Sell
1,205
-4,501
-79% -$202K ﹤0.01% 1166
2023
Q2 		$260K Buy
5,706
+3
+0.1% +$121 0.01% 647
2023
Q1 		$235K Buy
5,703
+3
+0.1% +$116 0.01% 680
2022
Q4 		$190K Buy
5,700
+489
+9% +$16.3K 0.01% 570
2022
Q3 		$156K Sell
5,211
-600
-10% -$20.8K 0.01% 587
2022
Q2 		$189K Buy
5,811
+114
+2% +$4.2K 0.01% 791
2022
Q1 		$246K Sell
5,697
-111
-2% -$4.88K 0.01% 801
2021
Q4 		$297K Buy
5,808
+111
+2% +$5.26K 0.01% 909
2021
Q3 		$242K Buy
5,697
+600
+12% +$25.6K 0.01% 850
2021
Q2 		$218K Buy
5,097
+486
+11% +$19.8K 0.01% 916
2021
Q1 		$185K Buy
+4,611
New +$180K ﹤0.01% 1100

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Spire Wealth Management's PSI Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco Semiconductors ETF (PSI) stake by 3.6% in Q2 2026, buying an estimated $13.4K and bringing the position to 2,675 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #547.

Spire Wealth Management first reported a position in PSI in Q1 2021 and has held it in 22 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Spire Wealth Management held 2,675 shares of Invesco Semiconductors ETF worth $502K as of Q2 2026.
  • Spire Wealth Management bought 93 Invesco Semiconductors ETF shares in Q2 2026, an estimated $13.4K.
  • Invesco Semiconductors ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Spire Wealth Management first reported a position in Invesco Semiconductors ETF in Q1 2021 and has held it in 22 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.