WMG Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

WMG Financial 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 Q4	–	Sell	-4,413	Closed	-$310K	–	181
2025 Q3	$310K	Hold	4,413	–	–	0.1%	139
2025 Q2	$265K	Sell	4,413 -20	-0.5%	-$1.01K	0.1%	150
2025 Q1	$210K	Sell	4,433 -459	-9%	-$26.1K	0.09%	159
2024 Q4	$283K	Hold	4,892	–	–	0.12%	121
2024 Q3	$281K	Buy	4,892 +1,154	+31%	+$65.9K	0.13%	118
2024 Q2	$235K	Hold	3,738	–	–	0.12%	135
2024 Q1	$211K	Buy	+3,738	New	+$194K	0.12%	135
2022 Q3	–	Sell	-7,983	Closed	-$260K	–	149
2022 Q2	$260K	Sell	7,983 -11,253	-58%	-$414K	0.23%	102
2022 Q1	$831K	Sell	19,236 -1,545	-7%	-$67.9K	0.61%	39
2021 Q4	$1.06M	Buy	+20,781	New	+$986K	0.83%	32

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

Warner Group Madison, Connecticut $153M AUM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMG Financial Advisors's PSI Position: Q4 2025 in Review

WMG Financial Advisors sold out of Invesco Semiconductors ETF (PSI) in Q4 2025, closing a stake of 4,413 shares — an estimated $310K sold.

WMG Financial Advisors first reported a position in PSI in Q4 2021 and held it in 10 quarters. The position peaked at $1.06M in Q4 2021. 153 funds tracked by Wall St. Rank hold PSI as of Q4 2025.

WMG Financial Advisors reported no remaining Invesco Semiconductors ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 4,413 Invesco Semiconductors ETF shares in Q4 2025, an estimated $310K.
WMG Financial Advisors first reported a position in Invesco Semiconductors ETF in Q4 2021 and held it in 10 quarters.
WMG Financial Advisors's Invesco Semiconductors ETF position peaked at $1.06M in Q4 2021.
153 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.