Bawa N Mallick Trust’s Invesco Semiconductors ETF PSI Stock Holding History

Bawa N Mallick Trust’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	$3.76M	Buy	20,015 +15	+0.1%	+$2.16K	1.22%	18
2026 Q1	$1.89M	Hold	20,000	–	–	0.77%	26
2025 Q4	$1.58M	Hold	20,000	–	–	0.59%	34
2025 Q3	$1.41M	Hold	20,000	–	–	0.53%	36
2025 Q2	$1.2M	Hold	20,000	–	–	0.5%	36
2025 Q1	$948K	Hold	20,000	–	–	0.45%	38
2024 Q4	$1.16M	Buy	+20,000	New	+$1.15M	0.51%	36

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 $103B AUM 28.65% 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

Bawa N Mallick Trust's PSI Position: Q2 2026 in Review

Bawa N Mallick Trust increased its Invesco Semiconductors ETF (PSI) stake by 0.08% in Q2 2026, buying an estimated $2.16K and bringing the position to 20,015 shares worth $3.76M. The position accounts for 1.22% of the portfolio, ranked #18.

Bawa N Mallick Trust first reported a position in PSI in Q4 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Bawa N Mallick Trust held 20,015 shares of Invesco Semiconductors ETF worth $3.76M as of Q2 2026.
Bawa N Mallick Trust bought 15 Invesco Semiconductors ETF shares in Q2 2026, an estimated $2.16K.
Invesco Semiconductors ETF made up 1.22% of Bawa N Mallick Trust's portfolio in Q2 2026, its #18 holding.
Bawa N Mallick Trust first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 7 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.