Western Financial Corp’s Invesco Semiconductors ETF PSI Stock Holding History

Western Financial Corp’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	$381K	Sell	2,029 -313	-13%	-$45K	0.11%	104
2026 Q1	$221K	Buy	+2,342	New	+$222K	0.09%	114
2024 Q4	–	Sell	-6,597	Closed	-$379K	–	137
2024 Q3	$379K	Buy	6,597 +237	+4%	+$13.5K	0.22%	97
2024 Q2	$399K	Sell	6,360 -164	-3%	-$9.46K	0.24%	83
2024 Q1	$368K	Sell	6,524 -1,108	-15%	-$57.6K	0.23%	87
2023 Q4	$378K	Sell	7,632 -141	-2%	-$6.12K	0.25%	94
2023 Q3	$333K	Buy	7,773 +669	+9%	+$30K	0.24%	97
2023 Q2	$324K	Buy	+7,104	New	+$287K	0.22%	99

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 $104B AUM 28.3% 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

Western Financial Corp's PSI Position: Q2 2026 in Review

Western Financial Corp reduced its Invesco Semiconductors ETF (PSI) stake by 13% in Q2 2026, selling an estimated $45K and leaving 2,029 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #104.

Western Financial Corp first reported a position in PSI in Q2 2023 and has held it in 8 quarters since. The position peaked at $399K in Q2 2024. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Western Financial Corp held 2,029 shares of Invesco Semiconductors ETF worth $381K as of Q2 2026.
Western Financial Corp sold 313 Invesco Semiconductors ETF shares in Q2 2026, an estimated $45K.
Invesco Semiconductors ETF made up 0.11% of Western Financial Corp's portfolio in Q2 2026, its #104 holding.
Western Financial Corp first reported a position in Invesco Semiconductors ETF in Q2 2023 and has held it in 8 quarters since.
Western Financial Corp's Invesco Semiconductors ETF position peaked at $399K in Q2 2024.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.