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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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $153M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's PSI Position: Q1 2026 in Review

EP Wealth Advisors held its Invesco Semiconductors ETF (PSI) position steady in Q1 2026 at 7,694 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

EP Wealth Advisors first reported a position in PSI in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.25M in Q3 2018. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

  • EP Wealth Advisors held 7,694 shares of Invesco Semiconductors ETF worth $726K as of Q1 2026.
  • EP Wealth Advisors left its Invesco Semiconductors ETF share count unchanged in Q1 2026.
  • Invesco Semiconductors ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #748 holding.
  • EP Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q3 2018 and has held it in 22 quarters since.
  • EP Wealth Advisors's Invesco Semiconductors ETF position peaked at $1.25M in Q3 2018.
  • 179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.