Grimes & Company’s Invesco Semiconductors ETF PSI Stock Holding History

Grimes & Company’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	$1.13M	Sell	6,036 -404	-6%	-$58.1K	0.02%	244
2026 Q1	$608K	Sell	6,440 -767	-11%	-$72.7K	0.02%	288
2025 Q4	$568K	Sell	7,207 -730	-9%	-$55.7K	0.01%	297
2025 Q3	$558K	Sell	7,937 -616	-7%	-$39K	0.01%	299
2025 Q2	$513K	Buy	+8,553	New	+$431K	0.01%	264

Other funds holding PSI

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Grimes & Company's PSI Position: Q2 2026 in Review

Grimes & Company reduced its Invesco Semiconductors ETF (PSI) stake by 6.3% in Q2 2026, selling an estimated $58.1K and leaving 6,036 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #244.

Grimes & Company first reported a position in PSI in Q2 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Grimes & Company held 6,036 shares of Invesco Semiconductors ETF worth $1.13M as of Q2 2026.
Grimes & Company sold 404 Invesco Semiconductors ETF shares in Q2 2026, an estimated $58.1K.
Invesco Semiconductors ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #244 holding.
Grimes & Company first reported a position in Invesco Semiconductors ETF in Q2 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.