Steward Partners Investment Advisory’s Invesco Semiconductors ETF PSI Stock Holding History

Steward Partners Investment Advisory’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 Q1	$40.1K	Buy	+425	New	+$40.3K	﹤0.01%	2899
2025 Q3	–	Sell	-415	Closed	-$24.9K	–	4362
2025 Q2	$24.9K	Hold	415	–	–	﹤0.01%	2818
2025 Q1	$19.7K	Sell	415 -965	-70%	-$54.8K	﹤0.01%	2812
2024 Q4	$79.9K	Buy	1,380 +345	+33%	+$19.8K	﹤0.01%	2095
2024 Q3	$59.5K	Buy	+1,035	New	+$59.1K	﹤0.01%	2142
2023 Q3	–	Sell	-480	Closed	-$21.9K	–	3436
2023 Q2	$21.9K	Sell	480 -75	-14%	-$3.03K	﹤0.01%	2249
2023 Q1	$22.9K	Hold	555	–	–	﹤0.01%	2192
2022 Q4	$18.5K	Hold	555	–	–	﹤0.01%	2266
2022 Q3	$17K	Hold	555	–	–	﹤0.01%	2297
2022 Q2	$18K	Hold	555	–	–	﹤0.01%	2277
2022 Q1	$24K	Buy	555 +75	+16%	+$3.3K	﹤0.01%	2283
2021 Q4	$25K	Hold	480	–	–	﹤0.01%	2229
2021 Q3	$20K	Hold	480	–	–	﹤0.01%	2328
2021 Q2	$21K	Buy	+480	New	+$19.6K	﹤0.01%	5023
2020 Q1	–	Sell	-1,800	Closed	-$40K	–	2653
2019 Q4	$40K	Hold	1,800	–	–	﹤0.01%	1495
2019 Q3	$34K	Hold	1,800	–	–	﹤0.01%	1520
2019 Q2	$32K	Buy	+1,800	New	+$32.3K	﹤0.01%	1514

Other funds holding PSI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's PSI Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Invesco Semiconductors ETF (PSI) in Q1 2026: 425 shares worth $40.1K. The stake represents ﹤0.01% of the portfolio and ranks #2899 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in PSI as recently as Q2 2025.

Steward Partners Investment Advisory first reported a position in PSI in Q2 2019 and has held it in 17 quarters since. The position peaked at $79.9K in Q4 2024. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Steward Partners Investment Advisory held 425 shares of Invesco Semiconductors ETF worth $40.1K as of Q1 2026.
Invesco Semiconductors ETF was a new Steward Partners Investment Advisory position in Q1 2026.
Invesco Semiconductors ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2899 holding.
Steward Partners Investment Advisory first reported a position in Invesco Semiconductors ETF in Q2 2019 and has held it in 17 quarters since.
Steward Partners Investment Advisory's Invesco Semiconductors ETF position peaked at $79.9K in Q4 2024.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.