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 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

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

Western Financial Corp's PSI Position: Q1 2026 in Review

Western Financial Corp opened a new position in Invesco Semiconductors ETF (PSI) in Q1 2026: 2,342 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #114 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in PSI as recently as Q3 2024.

Western Financial Corp first reported a position in PSI in Q2 2023 and has held it in 7 quarters since. The position peaked at $399K in Q2 2024. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Western Financial Corp held 2,342 shares of Invesco Semiconductors ETF worth $221K as of Q1 2026.
Invesco Semiconductors ETF was a new Western Financial Corp position in Q1 2026.
Invesco Semiconductors ETF made up 0.09% of Western Financial Corp's portfolio in Q1 2026, its #114 holding.
Western Financial Corp first reported a position in Invesco Semiconductors ETF in Q2 2023 and has held it in 7 quarters since.
Western Financial Corp's Invesco Semiconductors ETF position peaked at $399K in Q2 2024.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.