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EP Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

EP Wealth Advisors’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 		$1.42M Sell
7,542
-152
-2% -$21.9K 0.01% 665
2026
Q1 		$726K Hold
7,694
– – ﹤0.01% 748
2025
Q4 		$607K Buy
+7,694
New +$588K ﹤0.01% 790
2025
Q2 		$471K Sell
7,856
-7,191
-48% -$362K ﹤0.01% 801
2025
Q1 		$713K Sell
15,047
-771
-5% -$43.8K 0.01% 594
2024
Q4 		$916K Buy
15,818
+171
+1% +$9.8K 0.01% 525
2024
Q3 		$900K Hold
15,647
– – 0.01% 520
2024
Q2 		$983K Buy
15,647
+167
+1% +$9.63K 0.01% 395
2024
Q1 		$874K Hold
15,480
– – 0.01% 402
2023
Q4 		$766K Hold
15,480
– – 0.01% 411
2023
Q3 		$663K Buy
15,480
+1,074
+7% +$48.2K 0.01% 405
2023
Q2 		$706K Buy
14,406
+9,951
+223% +$402K 0.01% 393
2023
Q1 		$449K Sell
4,455
-10,728
-71% -$415K 0.01% 416
2022
Q4 		$507K Buy
+15,183
New +$507K 0.01% 373
2022
Q3 		– Sell
-15,183
Closed -$494K – 553
2022
Q2 		$494K Sell
15,183
-255
-2% -$9.38K 0.01% 375
2022
Q1 		$667K Sell
15,438
-117
-0.8% -$5.14K 0.01% 325
2021
Q4 		$796K Buy
15,555
+177
+1% +$8.39K 0.02% 282
2021
Q3 		$654K Sell
15,378
-636
-4% -$27.1K 0.02% 295
2021
Q2 		$685K Sell
16,014
-11,448
-42% -$467K 0.02% 287
2021
Q1 		$1.1M Buy
27,462
+156
+0.6% +$6.08K 0.04% 219
2020
Q4 		$955K Hold
27,306
– – 0.03% 193
2020
Q3 		$705K Buy
+27,306
New +$709K 0.03% 191
2018
Q4 		– Sell
-70,668
Closed -$1.25M – 292
2018
Q3 		$1.25M Buy
+70,668
New +$1.28M 0.1% 104

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

EP Wealth Advisors's PSI Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco Semiconductors ETF (PSI) stake by 2% in Q2 2026, selling an estimated $21.9K and leaving 7,542 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #665.

EP Wealth Advisors first reported a position in PSI in Q3 2018 and has held it in 23 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • EP Wealth Advisors held 7,542 shares of Invesco Semiconductors ETF worth $1.42M as of Q2 2026.
  • EP Wealth Advisors sold 152 Invesco Semiconductors ETF shares in Q2 2026, an estimated $21.9K.
  • Invesco Semiconductors ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #665 holding.
  • EP Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q3 2018 and has held it in 23 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.