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 Q2	$798K	Buy	4,250 +825	+24%	+$119K	0.48%	50
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

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 $104B AUM 28.3% 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

Capstone Wealth Management Group (Oregon)'s PSI Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Invesco Semiconductors ETF (PSI) stake by 24% in Q2 2026, buying an estimated $119K and bringing the position to 4,250 shares worth $798K. The position accounts for 0.48% of the portfolio, ranked #50.

Capstone Wealth Management Group (Oregon) first reported a position in PSI in Q4 2024 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 4,250 shares of Invesco Semiconductors ETF worth $798K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 825 Invesco Semiconductors ETF shares in Q2 2026, an estimated $119K.
Invesco Semiconductors ETF made up 0.48% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #50 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.