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Sunbelt Securities’s Invesco Semiconductors ETF PSI Stock Holding History

Sunbelt Securities’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 		$202K Sell
2,135
-45
-2% -$4.27K 0.01% 640
2025
Q4 		$172K Buy
2,180
+2,149
+6,932% +$164K 0.01% 687
2025
Q3 		$2.18K Hold
31
– – ﹤0.01% 1847
2025
Q2 		$1.8K Hold
31
– – ﹤0.01% 1612
2025
Q1 		$1.47K Hold
31
– – ﹤0.01% 1610
2024
Q4 		$1.8K Buy
+31
New +$1.78K ﹤0.01% 1615
2024
Q3 		– Sell
-4,646
Closed -$292K – 1892
2024
Q2 		$292K Buy
+4,646
New +$268K 0.03% 461
2024
Q1 		– Sell
-394
Closed -$19.5K – 1781
2023
Q4 		$19.5K Sell
394
-5,464
-93% -$237K ﹤0.01% 1039
2023
Q3 		$251K Buy
5,858
+5,096
+669% +$229K 0.03% 435
2023
Q2 		$34.7K Buy
+762
New +$30.8K 0.01% 875
2021
Q2 		– Sell
-6,624
Closed -$266K – 460
2021
Q1 		$266K Buy
+6,624
New +$258K 0.05% 354

Other funds holding PSI

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunbelt Securities's PSI Position: Q1 2026 in Review

Sunbelt Securities reduced its Invesco Semiconductors ETF (PSI) stake by 2.1% in Q1 2026, selling an estimated $4.27K and leaving 2,135 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #640.

Sunbelt Securities first reported a position in PSI in Q1 2021 and has held it in 11 quarters since. The position peaked at $292K in Q2 2024. 180 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Sunbelt Securities held 2,135 shares of Invesco Semiconductors ETF worth $202K as of Q1 2026.
  • Sunbelt Securities sold 45 Invesco Semiconductors ETF shares in Q1 2026, an estimated $4.27K.
  • Invesco Semiconductors ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #640 holding.
  • Sunbelt Securities first reported a position in Invesco Semiconductors ETF in Q1 2021 and has held it in 11 quarters since.
  • Sunbelt Securities's Invesco Semiconductors ETF position peaked at $292K in Q2 2024.
  • 180 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.