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Capstone Triton Financial Group’s Invesco Semiconductors ETF PSI Stock Holding History

Capstone Triton Financial Group’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 		$3.36M Sell
17,887
-18,314
-51% -$2.63M 1.93% 15
2026
Q1 		$3.13M Buy
36,201
+17,924
+98% +$1.7M 5.46% 7
2025
Q4 		$1.44M Sell
18,277
-249
-1% -$19K 0.95% 46
2025
Q3 		$1.3M Sell
18,526
-4
-0% -$253 0.87% 46
2025
Q2 		$1.11M Buy
+18,530
New +$933K 0.81% 47
2024
Q4 		$877K Buy
15,150
+278
+2% +$15.9K 0.55% 63
2024
Q3 		$855K Buy
14,872
+882
+6% +$50.4K 0.55% 63
2024
Q2 		$879K Sell
13,990
-2,633
-16% -$152K 0.62% 57
2024
Q1 		$938K Sell
16,623
-5,760
-26% -$300K 0.67% 57
2023
Q4 		$1.11M Sell
22,383
-10,542
-32% -$458K 0.81% 42
2023
Q3 		$1.41M Sell
32,925
-390
-1% -$17.5K 1.03% 31
2023
Q2 		$1.52M Sell
33,315
-1,059
-3% -$42.8K 1.04% 32
2023
Q1 		$1.42M Sell
34,374
-414
-1% -$16K 1.07% 31
2022
Q4 		$1.16M Sell
34,788
-4,596
-12% -$154K 0.93% 37
2022
Q3 		$1.18M Buy
39,384
+2,958
+8% +$103K 1.01% 38
2022
Q2 		$1.35M Buy
+36,426
New +$1.34M 1.02% 33

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

Capstone Triton Financial Group's PSI Position: Q2 2026 in Review

Capstone Triton Financial Group reduced its Invesco Semiconductors ETF (PSI) stake by 51% in Q2 2026, selling an estimated $2.63M and leaving 17,887 shares worth $3.36M. The position accounts for 1.93% of the portfolio, ranked #15.

Capstone Triton Financial Group first reported a position in PSI in Q2 2022 and has held it in 16 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Capstone Triton Financial Group held 17,887 shares of Invesco Semiconductors ETF worth $3.36M as of Q2 2026.
  • Capstone Triton Financial Group sold 18,314 Invesco Semiconductors ETF shares in Q2 2026, an estimated $2.63M.
  • Invesco Semiconductors ETF made up 1.93% of Capstone Triton Financial Group's portfolio in Q2 2026, its #15 holding.
  • Capstone Triton Financial Group first reported a position in Invesco Semiconductors ETF in Q2 2022 and has held it in 16 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.