Waverly Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Waverly 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	$372K	Buy	+1,979	New	+$285K	﹤0.01%	1307

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 $103B AUM 28.65% 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

Waverly Advisors's PSI Position: Q2 2026 in Review

Waverly Advisors opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 1,979 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings.

245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Waverly Advisors held 1,979 shares of Invesco Semiconductors ETF worth $372K as of Q2 2026.
Invesco Semiconductors ETF was a new Waverly Advisors position in Q2 2026.
Invesco Semiconductors ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1307 holding.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.