Spire Wealth Management
PSI icon

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
Q3 		$408K Hold
2,675
– – 0.01% 581
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 $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
Members Advisory Group
Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return
Artesa Financial Group
Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Spire Wealth Management's PSI Position: Q3 2026 in Review

Spire Wealth Management held its Invesco Semiconductors ETF (PSI) position steady in Q3 2026 at 2,675 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #581.

Spire Wealth Management first reported a position in PSI in Q1 2021 and has held it in 23 quarters since. The position peaked at $502K in Q2 2026. 133 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Spire Wealth Management held 2,675 shares of Invesco Semiconductors ETF worth $408K as of Q3 2026.
  • Spire Wealth Management left its Invesco Semiconductors ETF share count unchanged in Q3 2026.
  • Invesco Semiconductors ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #581 holding.
  • Spire Wealth Management first reported a position in Invesco Semiconductors ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Invesco Semiconductors ETF position peaked at $502K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.