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B. Riley Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

B. Riley Wealth 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
2026
Q2 		$1.99M Buy
11,200
+125
+1% +$18K 0.11% 180
2026
Q1 		$980K Hold
11,075
– – 0.06% 295
2025
Q4 		$873K Sell
11,075
-228
-2% -$17.4K 0.04% 375
2025
Q3 		$795K Sell
11,303
-826
-7% -$52.3K 0.04% 392
2025
Q2 		$727K Sell
12,129
-10,890
-47% -$548K 0.03% 417
2025
Q1 		$1.09M Sell
23,019
-830
-3% -$47.1K 0.03% 482
2024
Q4 		$1.38M Sell
23,849
-995
-4% -$57K 0.05% 358
2024
Q3 		$1.41M Sell
24,844
-1,755
-7% -$100K 0.04% 406
2024
Q2 		$1.67M Buy
26,599
+51
+0.2% +$2.94K 0.04% 389
2024
Q1 		$1.14M Sell
26,548
-1
-0% -$52 0.03% 486
2023
Q4 		$1.31M Buy
26,549
+1
+0% +$43 0.04% 456
2023
Q3 		$1.14M Sell
26,548
-206
-0.8% -$9.24K 0.03% 486
2023
Q2 		$1.22M Sell
26,754
-147
-0.5% -$5.93K 0.03% 500
2023
Q1 		$1.11M Sell
26,901
-759
-3% -$29.3K 0.03% 515
2022
Q4 		$923K Hold
27,660
– – 0.03% 563
2022
Q3 		$830K Sell
27,660
-900
-3% -$31.2K 0.03% 563
2022
Q2 		$929K Buy
28,560
+3
+0% +$110 0.04% 440
2022
Q1 		$1.23M Sell
28,557
-13,107
-31% -$576K 0.04% 416
2021
Q4 		$2.13M Buy
41,664
+1,659
+4% +$78.7K 0.06% 333
2021
Q3 		$1.7M Sell
40,005
-795
-2% -$33.9K 0.05% 381
2021
Q2 		$1.75M Sell
40,800
-771
-2% -$31.4K 0.06% 370
2021
Q1 		$1.67M Buy
41,571
+26,997
+185% +$1.05M 0.06% 351
2020
Q4 		$510K Sell
14,574
-1,320
-8% -$40.6K 0.03% 538
2020
Q3 		$411K Sell
15,894
-336
-2% -$8.73K 0.02% 607
2020
Q2 		$396K Buy
+16,230
New +$355K 0.03% 532
2018
Q4 		– Sell
-35,538
Closed -$631K – 719
2018
Q3 		$631K Sell
35,538
-849
-2% -$15.4K 0.08% 292
2018
Q2 		$633K Buy
36,387
+5,580
+18% +$99.2K 0.08% 264
2018
Q1 		$543K Buy
30,807
+1,806
+6% +$32.2K 0.08% 288
2017
Q4 		$488K Buy
29,001
+2,778
+11% +$48.1K 0.07% 316
2017
Q3 		$432K Buy
26,223
+4,815
+22% +$72.5K 0.07% 292
2017
Q2 		$298K Buy
+21,408
New +$309K 0.05% 367

Other funds holding PSI

LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

B. Riley Wealth Advisors's PSI Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Invesco Semiconductors ETF (PSI) stake by 1.1% in Q2 2026, buying an estimated $18K and bringing the position to 11,200 shares worth $1.99M. The position accounts for 0.11% of the portfolio, ranked #180.

B. Riley Wealth Advisors first reported a position in PSI in Q2 2017 and has held it in 31 quarters since. The position peaked at $2.13M in Q4 2021. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • B. Riley Wealth Advisors held 11,200 shares of Invesco Semiconductors ETF worth $1.99M as of Q2 2026.
  • B. Riley Wealth Advisors bought 125 Invesco Semiconductors ETF shares in Q2 2026, an estimated $18K.
  • Invesco Semiconductors ETF made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q2 2017 and has held it in 31 quarters since.
  • B. Riley Wealth Advisors's Invesco Semiconductors ETF position peaked at $2.13M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.