Capstone Wealth Management Group (Oregon)’s Invesco Semiconductors ETF PSI Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$323K	Hold	3,425	–	–	0.2%	89
2025 Q4	$270K	Hold	3,425	–	–	0.16%	100
2025 Q3	$241K	Sell	3,425 -27	-0.8%	-$1.71K	0.15%	107
2025 Q2	$207K	Buy	+3,452	New	+$174K	0.15%	100
2025 Q1	–	Sell	-4,007	Closed	-$232K	–	101
2024 Q4	$232K	Buy	+4,007	New	+$230K	0.18%	90

Other funds holding PSI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s PSI Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its Invesco Semiconductors ETF (PSI) position steady in Q1 2026 at 3,425 shares worth $323K. The position accounts for 0.2% of the portfolio, ranked #89.

Capstone Wealth Management Group (Oregon) first reported a position in PSI in Q4 2024 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 3,425 shares of Invesco Semiconductors ETF worth $323K as of Q1 2026.
Capstone Wealth Management Group (Oregon) left its Invesco Semiconductors ETF share count unchanged in Q1 2026.
Invesco Semiconductors ETF made up 0.2% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #89 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 5 quarters since.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.