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 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

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

Creative Planning's PSI Position: Q1 2026 in Review

Creative Planning reduced its Invesco Semiconductors ETF (PSI) stake by 1.4% in Q1 2026, selling an estimated $8.35K and leaving 6,104 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Creative Planning first reported a position in PSI in Q2 2013 and has held it in 18 quarters since. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Creative Planning held 6,104 shares of Invesco Semiconductors ETF worth $576K as of Q1 2026.
Creative Planning sold 88 Invesco Semiconductors ETF shares in Q1 2026, an estimated $8.35K.
Invesco Semiconductors ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2916 holding.
Creative Planning first reported a position in Invesco Semiconductors ETF in Q2 2013 and has held it in 18 quarters since.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.