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WESPAC Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

WESPAC 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
2025
Q1 		– Sell
-6,955
Closed -$403K – 193
2024
Q4 		$403K Sell
6,955
-43
-0.6% -$2.46K 0.3% 112
2024
Q3 		$403K Buy
+6,998
New +$400K 0.3% 107
2015
Q3 		– Sell
-43,206
Closed -$386K – 102
2015
Q2 		$386K Buy
+43,206
New +$397K 0.29% 84

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WESPAC Advisors's PSI Position: Q1 2025 in Review

WESPAC Advisors sold out of Invesco Semiconductors ETF (PSI) in Q1 2025, closing a stake of 6,955 shares — an estimated $403K sold.

WESPAC Advisors first reported a position in PSI in Q2 2015 and held it in 3 quarters. The position peaked at $403K in Q4 2024. 109 funds tracked by Wall St. Rank hold PSI as of Q1 2025.

  • WESPAC Advisors reported no remaining Invesco Semiconductors ETF position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 6,955 Invesco Semiconductors ETF shares in Q1 2025, an estimated $403K.
  • WESPAC Advisors first reported a position in Invesco Semiconductors ETF in Q2 2015 and held it in 3 quarters.
  • WESPAC Advisors's Invesco Semiconductors ETF position peaked at $403K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.