Fulcrum Equity Management’s Invesco Semiconductors ETF PSI Stock Holding History

Fulcrum Equity Management’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	$494K	Sell	2,631 -533	-17%	-$76.7K	0.36%	65
2026 Q1	$299K	Sell	3,164 -773	-20%	-$73.3K	0.29%	86
2025 Q4	$310K	Buy	+3,937	New	+$301K	0.3%	83
2022 Q1	–	Sell	-3,957	Closed	-$202K	–	172
2021 Q4	$202K	Buy	+3,957	New	+$188K	0.08%	169

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 $103B AUM 28.65% 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

Fulcrum Equity Management's PSI Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Invesco Semiconductors ETF (PSI) stake by 17% in Q2 2026, selling an estimated $76.7K and leaving 2,631 shares worth $494K. The position accounts for 0.36% of the portfolio, ranked #65.

Fulcrum Equity Management first reported a position in PSI in Q4 2021 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Fulcrum Equity Management held 2,631 shares of Invesco Semiconductors ETF worth $494K as of Q2 2026.
Fulcrum Equity Management sold 533 Invesco Semiconductors ETF shares in Q2 2026, an estimated $76.7K.
Invesco Semiconductors ETF made up 0.36% of Fulcrum Equity Management's portfolio in Q2 2026, its #65 holding.
Fulcrum Equity Management first reported a position in Invesco Semiconductors ETF in Q4 2021 and has held it in 4 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.