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	Buy	+12,129	New	+$611K	0.03%	417
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

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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 30 quarters since. The position peaked at $2.13M in Q4 2021. 38 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 30 quarters since.
B. Riley Wealth Advisors's Invesco Semiconductors ETF position peaked at $2.13M in Q4 2021.
38 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.