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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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $153M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capstone Triton Financial Group's PSI Position: Q1 2026 in Review

Capstone Triton Financial Group increased its Invesco Semiconductors ETF (PSI) stake by 98% in Q1 2026, buying an estimated $1.7M and bringing the position to 36,201 shares worth $3.13M. The position accounts for 5.46% of the portfolio, ranked #7.

Capstone Triton Financial Group first reported a position in PSI in Q2 2022 and has held it in 15 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • Capstone Triton Financial Group held 36,201 shares of Invesco Semiconductors ETF worth $3.13M as of Q1 2026.
  • Capstone Triton Financial Group bought 17,924 Invesco Semiconductors ETF shares in Q1 2026, an estimated $1.7M.
  • Invesco Semiconductors ETF made up 5.46% of Capstone Triton Financial Group's portfolio in Q1 2026, its #7 holding.
  • Capstone Triton Financial Group first reported a position in Invesco Semiconductors ETF in Q2 2022 and has held it in 15 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.