Wellington Shields & Co’s Invesco Semiconductors ETF PSI Stock Holding History

Wellington Shields & Co’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 Q1	$485K	Hold	5,142	–	–	0.12%	149
2025 Q4	$406K	Buy	+5,142	New	+$393K	0.1%	162

Other funds holding PSI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Shields & Co's PSI Position: Q1 2026 in Review

Wellington Shields & Co held its Invesco Semiconductors ETF (PSI) position steady in Q1 2026 at 5,142 shares worth $485K. The position accounts for 0.12% of the portfolio, ranked #149.

Wellington Shields & Co first reported a position in PSI in Q4 2025 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Wellington Shields & Co held 5,142 shares of Invesco Semiconductors ETF worth $485K as of Q1 2026.
Wellington Shields & Co left its Invesco Semiconductors ETF share count unchanged in Q1 2026.
Invesco Semiconductors ETF made up 0.12% of Wellington Shields & Co's portfolio in Q1 2026, its #149 holding.
Wellington Shields & Co first reported a position in Invesco Semiconductors ETF in Q4 2025 and has held it in 2 quarters since.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.