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Wealthspire Advisors (New York)’s Invesco Semiconductors ETF PSI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-10
Closed -$704 – 2408
2025
Q3 		$704 Buy
+10
New +$634 ﹤0.01% 2788

Other funds holding PSI

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Semiconductors ETF (PSI) in Q4 2025, closing a stake of 10 shares — an estimated $704 sold.

Wealthspire Advisors (New York) first reported a position in PSI in Q3 2025 and held it in 1 quarter. The position peaked at $704 in Q3 2025. 154 funds tracked by Wall St. Rank hold PSI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Semiconductors ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10 Invesco Semiconductors ETF shares in Q4 2025, an estimated $704.
  • Wealthspire Advisors (New York) first reported a position in Invesco Semiconductors ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Semiconductors ETF position peaked at $704 in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.