Capital Square’s Invesco Semiconductors ETF PSI Stock Holding History

Capital Square’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 Q3	$1.01M	Sell	6,641 -189	-3%	-$27.2K	0.45%	58
2026 Q2	$1.09M	Buy	6,830 +202	+3%	+$29.1K	0.48%	56
2026 Q1	$894K	Buy	6,628 +225	+4%	+$21.3K	0.41%	66
2025 Q4	$505K	Buy	6,403 +459	+8%	+$35.1K	0.26%	93
2025 Q3	$418K	Buy	5,944 +132	+2%	+$8.36K	0.21%	108
2025 Q2	$359K	Buy	5,812 +100	+2%	+$5.03K	0.19%	123
2025 Q1	$271K	Buy	5,712 +183	+3%	+$10.4K	0.16%	140
2024 Q4	$349K	Buy	+5,529	New	+$317K	0.2%	119
2020 Q2	–	Sell	-2,022	Closed	-$37K	–	243
2020 Q1	$37K	Buy	+2,022	New	+$43.3K	0.04%	236

Other funds holding PSI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Valley Brook Capital Group Venetia, Pennsylvania $178M AUM 33.8% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Capital Square's PSI Position: Q3 2026 in Review

Capital Square reduced its Invesco Semiconductors ETF (PSI) stake by 2.8% in Q3 2026, selling an estimated $27.2K and leaving 6,641 shares worth $1.01M. The position accounts for 0.45% of the portfolio, ranked #58.

Capital Square first reported a position in PSI in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.09M in Q2 2026. 69 funds tracked by Wall St. Rank hold PSI as of Q3 2026.

Capital Square held 6,641 shares of Invesco Semiconductors ETF worth $1.01M as of Q3 2026.
Capital Square sold 189 Invesco Semiconductors ETF shares in Q3 2026, an estimated $27.2K.
Invesco Semiconductors ETF made up 0.45% of Capital Square's portfolio in Q3 2026, its #58 holding.
Capital Square first reported a position in Invesco Semiconductors ETF in Q1 2020 and has held it in 9 quarters since.
Capital Square's Invesco Semiconductors ETF position peaked at $1.09M in Q2 2026.
69 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.