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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

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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. 38 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.
  • 38 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.