Belpointe Asset Management’s Invesco Semiconductors ETF PSI Stock Holding History

Belpointe Asset Management’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	$1.59M	Buy	8,487 +1,092	+15%	+$157K	0.05%	336
2026 Q1	$698K	Sell	7,395 -480	-6%	-$45.5K	0.03%	581
2025 Q4	$621K	Sell	7,875 -65	-0.8%	-$4.96K	0.02%	590
2025 Q3	$558K	Sell	7,940 -1,522	-16%	-$96.4K	0.02%	597
2025 Q2	$567K	Hold	9,462	–	–	0.02%	537
2025 Q1	$448K	Sell	9,462 -293	-3%	-$16.6K	0.02%	600
2024 Q4	$562K	Hold	9,755	–	–	0.03%	482
2024 Q3	$561K	Sell	9,755 -840	-8%	-$48K	0.03%	474
2024 Q2	$665K	Buy	10,595 +4,850	+84%	+$280K	0.05%	386
2024 Q1	$324K	Buy	+5,745	New	+$299K	0.02%	563
2023 Q2	–	Sell	-13,857	Closed	-$571K	–	2645
2023 Q1	$571K	Hold	13,857	–	–	0.03%	509
2022 Q4	$462K	Buy	13,857 +6,975	+101%	+$233K	0.03%	571
2022 Q3	$206K	Buy	+6,882	New	+$239K	0.01%	821
2022 Q2	–	Sell	-3,255	Closed	-$141K	–	1233
2022 Q1	$141K	Hold	3,255	–	–	0.01%	1069
2021 Q4	$167K	Sell	3,255 -798	-20%	-$37.8K	0.01%	970
2021 Q3	$173K	Buy	4,053 +1,251	+45%	+$53.3K	0.01%	913
2021 Q2	$120K	Hold	2,802	–	–	0.01%	1057
2021 Q1	$113K	Buy	+2,802	New	+$109K	0.01%	955

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

Belpointe Asset Management's PSI Position: Q2 2026 in Review

Belpointe Asset Management increased its Invesco Semiconductors ETF (PSI) stake by 15% in Q2 2026, buying an estimated $157K and bringing the position to 8,487 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #336.

Belpointe Asset Management first reported a position in PSI in Q1 2021 and has held it in 18 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Belpointe Asset Management held 8,487 shares of Invesco Semiconductors ETF worth $1.59M as of Q2 2026.
Belpointe Asset Management bought 1,092 Invesco Semiconductors ETF shares in Q2 2026, an estimated $157K.
Invesco Semiconductors ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #336 holding.
Belpointe Asset Management first reported a position in Invesco Semiconductors ETF in Q1 2021 and has held it in 18 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.