Wealth Enhancement Advisory Services
PSI icon

Wealth Enhancement Advisory Services’s Invesco Semiconductors ETF PSI Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-1,298
Closed -$207K – 4394
2026
Q2 		$207K Buy
+1,298
New +$187K ﹤0.01% 3555
2026
Q1 		– Sell
-3,709
Closed -$326K – 3812
2025
Q4 		$326K Buy
3,709
+538
+17% +$41.1K ﹤0.01% 2849
2025
Q3 		$227K Sell
3,171
-93
-3% -$5.89K ﹤0.01% 3013
2025
Q2 		$202K Buy
+3,264
New +$164K ﹤0.01% 2991
2024
Q4 		– Sell
-3,890
Closed -$224K – 3079
2024
Q3 		$224K Buy
3,890
+34
+0.9% +$1.94K ﹤0.01% 2380
2024
Q2 		$242K Buy
3,856
+90
+2% +$5.19K ﹤0.01% 2142
2024
Q1 		$213K Sell
3,766
-45,794
-92% -$2.38M ﹤0.01% 2155
2023
Q4 		$2.45M Buy
49,560
+960
+2% +$41.7K 0.01% 841
2023
Q3 		$2.08M Buy
+48,600
New +$2.18M 0.01% 843

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco Semiconductors ETF (PSI) in Q3 2026, closing a stake of 1,298 shares — an estimated $207K sold.

Wealth Enhancement Advisory Services first reported a position in PSI in Q3 2023 and held it in 9 quarters. The position peaked at $2.45M in Q4 2023. 197 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Invesco Semiconductors ETF position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,298 Invesco Semiconductors ETF shares in Q3 2026, an estimated $207K.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Semiconductors ETF in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Invesco Semiconductors ETF position peaked at $2.45M in Q4 2023.
  • 197 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.