Valeo Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Valeo Financial 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	$382K	Buy	+2,036	New	+$293K	0.01%	534
2021 Q2	–	Sell	-4,020	Closed	-$161K	–	1482
2021 Q1	$161K	Hold	4,020	–	–	0.01%	498
2020 Q4	$141K	Hold	4,020	–	–	0.01%	489
2020 Q3	$104K	Hold	4,020	–	–	0.01%	467
2020 Q2	$98K	Buy	+4,020	New	+$87.9K	0.01%	510
2018 Q3	–	Sell	-576	Closed	-$10K	–	1840
2018 Q2	$10K	Hold	576	–	–	﹤0.01%	946
2018 Q1	$10K	Buy	+576	New	+$10.3K	﹤0.01%	925

Other funds holding PSI

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Valeo Financial Advisors's PSI Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 2,036 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in PSI as recently as Q1 2021.

Valeo Financial Advisors first reported a position in PSI in Q1 2018 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Valeo Financial Advisors held 2,036 shares of Invesco Semiconductors ETF worth $382K as of Q2 2026.
Invesco Semiconductors ETF was a new Valeo Financial Advisors position in Q2 2026.
Invesco Semiconductors ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #534 holding.
Valeo Financial Advisors first reported a position in Invesco Semiconductors ETF in Q1 2018 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.