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

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

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. 245 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.
245 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.