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Summit Financial’s Invesco Semiconductors ETF PSI Stock Holding History

Summit Financial’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 		$6.39M Sell
34,008
-5,081
-13% -$731K 0.07% 284
2026
Q1 		$3.69M Buy
39,089
+20,029
+105% +$1.9M 0.05% 396
2025
Q4 		$1.5M Sell
19,060
-711
-4% -$54.3K 0.02% 551
2025
Q3 		$1.39M Buy
19,771
+115
+0.6% +$7.29K 0.02% 563
2025
Q2 		$1.18M Buy
+19,656
New +$989K 0.03% 387

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 $103B AUM 28.65% 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

Summit Financial's PSI Position: Q2 2026 in Review

Summit Financial reduced its Invesco Semiconductors ETF (PSI) stake by 13% in Q2 2026, selling an estimated $731K and leaving 34,008 shares worth $6.39M. The position accounts for 0.07% of the portfolio, ranked #284.

Summit Financial first reported a position in PSI in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Summit Financial held 34,008 shares of Invesco Semiconductors ETF worth $6.39M as of Q2 2026.
  • Summit Financial sold 5,081 Invesco Semiconductors ETF shares in Q2 2026, an estimated $731K.
  • Invesco Semiconductors ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #284 holding.
  • Summit Financial first reported a position in Invesco Semiconductors ETF in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.