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Ulland Investment Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Ulland Investment Advisors’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 		$728K Sell
3,877
-30
-0.8% -$4.32K 0.54% 38
2026
Q1 		$369K Sell
3,907
-68
-2% -$6.45K 0.32% 49
2025
Q4 		$313K Sell
3,975
-425
-10% -$32.5K 0.25% 53
2025
Q3 		$309K Sell
4,400
-610
-12% -$38.6K 0.23% 53
2025
Q2 		$300K Sell
5,010
-5,217
-51% -$263K 0.23% 50
2025
Q1 		$485K Sell
10,227
-8,324
-45% -$473K 0.41% 39
2024
Q4 		$1.07M Sell
18,551
-2,323
-11% -$133K 0.68% 27
2024
Q3 		$1.2M Sell
20,874
-3,445
-14% -$197K 0.88% 25
2024
Q2 		$1.53M Sell
24,319
-725
-3% -$41.8K 1.06% 22
2024
Q1 		$1.41M Buy
25,044
+22,339
+826% +$1.16M 1.13% 22
2023
Q4 		$134K Sell
2,705
-120
-4% -$5.21K 0.14% 66
2023
Q3 		$121K Buy
2,825
+35
+1% +$1.57K 0.13% 66
2023
Q2 		$127K Sell
2,790
-90
-3% -$3.63K 0.13% 69
2023
Q1 		$119K Hold
2,880
– – 0.14% 63
2022
Q4 		$96K Sell
2,880
-3,630
-56% -$121K 0.11% 70
2022
Q3 		$195K Sell
6,510
-47,730
-88% -$1.65M 0.21% 58
2022
Q2 		$1.76M Sell
54,240
-24,915
-31% -$917K 1.81% 18
2022
Q1 		$3.42M Sell
79,155
-1,455
-2% -$63.9K 2.56% 17
2021
Q4 		$4.13M Buy
+80,610
New +$3.82M 2.63% 13

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 $104B AUM 28.3% 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

Ulland Investment Advisors's PSI Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Invesco Semiconductors ETF (PSI) stake by 0.77% in Q2 2026, selling an estimated $4.32K and leaving 3,877 shares worth $728K. The position accounts for 0.54% of the portfolio, ranked #38.

Ulland Investment Advisors first reported a position in PSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.13M in Q4 2021. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Ulland Investment Advisors held 3,877 shares of Invesco Semiconductors ETF worth $728K as of Q2 2026.
  • Ulland Investment Advisors sold 30 Invesco Semiconductors ETF shares in Q2 2026, an estimated $4.32K.
  • Invesco Semiconductors ETF made up 0.54% of Ulland Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Ulland Investment Advisors first reported a position in Invesco Semiconductors ETF in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Invesco Semiconductors ETF position peaked at $4.13M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.