Creative Planning
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Creative Planning’s Invesco Semiconductors ETF PSI Stock Holding History

Creative Planning’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 		$1.36M Buy
7,242
+1,138
+19% +$164K ﹤0.01% 2397
2026
Q1 		$576K Sell
6,104
-88
-1% -$8.35K ﹤0.01% 2916
2025
Q4 		$488K Buy
6,192
+142
+2% +$10.8K ﹤0.01% 2869
2025
Q3 		$425K Buy
6,050
+191
+3% +$12.1K ﹤0.01% 2860
2025
Q2 		$351K Buy
+5,859
New +$295K ﹤0.01% 2765
2018
Q2 		– Sell
-16,401
Closed -$289K – 2152
2018
Q1 		$289K Buy
+16,401
New +$292K ﹤0.01% 1365
2017
Q3 		– Sell
-1,161
Closed -$16K – 3251
2017
Q2 		$16K Hold
1,161
– – ﹤0.01% 3330
2017
Q1 		$16K Buy
+1,161
New +$15.1K ﹤0.01% 3284
2016
Q2 		– Sell
-27,000
Closed -$232K – 4473
2016
Q1 		$232K Buy
27,000
+26,700
+8,900% +$209K ﹤0.01% 1133
2015
Q4 		$3K Hold
300
– – ﹤0.01% 3922
2015
Q3 		$2K Buy
+300
New +$2.46K ﹤0.01% 3974
2015
Q2 		– Sell
-300
Closed -$3K – 2520
2015
Q1 		$3K Sell
300
-57
-16% -$498 ﹤0.01% 3763
2014
Q4 		$3K Buy
357
+300
+526% +$2.34K ﹤0.01% 3720
2014
Q3 		$0 Hold
57
– – ﹤0.01% 4120
2014
Q2 		$0 Sell
57
-351
-86% -$2.48K ﹤0.01% 3925
2014
Q1 		$3K Hold
408
– – ﹤0.01% 3268
2013
Q4 		$3K Hold
408
– – ﹤0.01% 3014
2013
Q3 		$2K Hold
408
– – ﹤0.01% 2998
2013
Q2 		$2K Buy
+408
New +$2.12K ﹤0.01% 2840

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

Creative Planning's PSI Position: Q2 2026 in Review

Creative Planning increased its Invesco Semiconductors ETF (PSI) stake by 19% in Q2 2026, buying an estimated $164K and bringing the position to 7,242 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Creative Planning first reported a position in PSI in Q2 2013 and has held it in 19 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Creative Planning held 7,242 shares of Invesco Semiconductors ETF worth $1.36M as of Q2 2026.
  • Creative Planning bought 1,138 Invesco Semiconductors ETF shares in Q2 2026, an estimated $164K.
  • Invesco Semiconductors ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2397 holding.
  • Creative Planning first reported a position in Invesco Semiconductors ETF in Q2 2013 and has held it in 19 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.