BPI
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BFC Planning, Inc.’s Invesco Semiconductors ETF PSI Stock Holding History

BFC Planning, Inc.’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 		$5.23M Buy
27,822
+1,914
+7% +$275K 0.21% 103
2026
Q1 		$2.45M Sell
25,908
-1,794
-6% -$170K 0.11% 188
2025
Q4 		$2.18M Buy
27,702
+27,550
+18,125% +$2.1M 0.1% 202
2025
Q3 		$10.7K Hold
152
– – ﹤0.01% 1889
2025
Q2 		$9.1K Hold
152
– – ﹤0.01% 1858
2025
Q1 		$7.19K Sell
152
-15
-9% -$852 ﹤0.01% 1899
2024
Q4 		$9.7K Buy
+167
New +$9.6K ﹤0.01% 1782

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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
Warner Group
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

BFC Planning, Inc.'s PSI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Semiconductors ETF (PSI) stake by 7.4% in Q2 2026, buying an estimated $275K and bringing the position to 27,822 shares worth $5.23M. The position accounts for 0.21% of the portfolio, ranked #103.

BFC Planning, Inc. first reported a position in PSI in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • BFC Planning, Inc. held 27,822 shares of Invesco Semiconductors ETF worth $5.23M as of Q2 2026.
  • BFC Planning, Inc. bought 1,914 Invesco Semiconductors ETF shares in Q2 2026, an estimated $275K.
  • Invesco Semiconductors ETF made up 0.21% of BFC Planning, Inc.'s portfolio in Q2 2026, its #103 holding.
  • BFC Planning, Inc. first reported a position in Invesco Semiconductors ETF in Q4 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.