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 Q2	$93.4K	Buy	497 +72	+17%	+$10.4K	﹤0.01%	2618
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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Steward Partners Investment Advisory's PSI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco Semiconductors ETF (PSI) stake by 17% in Q2 2026, buying an estimated $10.4K and bringing the position to 497 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Steward Partners Investment Advisory first reported a position in PSI in Q2 2019 and has held it in 18 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Steward Partners Investment Advisory held 497 shares of Invesco Semiconductors ETF worth $93.4K as of Q2 2026.
Steward Partners Investment Advisory bought 72 Invesco Semiconductors ETF shares in Q2 2026, an estimated $10.4K.
Invesco Semiconductors ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2618 holding.
Steward Partners Investment Advisory first reported a position in Invesco Semiconductors ETF in Q2 2019 and has held it in 18 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.