Jones Financial Companies’s Invesco Semiconductors ETF PSI Stock Holding History

Jones Financial Companies’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	$12.1M	Buy	72,117 +27,042	+60%	+$3.89M	﹤0.01%	850
2026 Q1	$4.2M	Buy	45,075 +12,053	+36%	+$1.14M	﹤0.01%	1138
2025 Q4	$2.6M	Buy	33,022 +9,015	+38%	+$688K	﹤0.01%	850
2025 Q3	$1.66M	Buy	24,007 +2,419	+11%	+$153K	﹤0.01%	921
2025 Q2	$1.29M	Buy	21,588 +5,122	+31%	+$258K	﹤0.01%	910
2025 Q1	$785K	Buy	16,466 +5,563	+51%	+$316K	﹤0.01%	955
2024 Q4	$632K	Buy	10,903 +5,003	+85%	+$287K	﹤0.01%	900
2024 Q3	$342K	Buy	5,900 +3,843	+187%	+$220K	﹤0.01%	954
2024 Q2	$129K	Buy	+2,057	New	+$119K	﹤0.01%	961

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

Jones Financial Companies's PSI Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco Semiconductors ETF (PSI) stake by 60% in Q2 2026, buying an estimated $3.89M and bringing the position to 72,117 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Jones Financial Companies first reported a position in PSI in Q2 2024 and has held it in 9 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Jones Financial Companies held 72,117 shares of Invesco Semiconductors ETF worth $12.1M as of Q2 2026.
Jones Financial Companies bought 27,042 Invesco Semiconductors ETF shares in Q2 2026, an estimated $3.89M.
Invesco Semiconductors ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #850 holding.
Jones Financial Companies first reported a position in Invesco Semiconductors ETF in Q2 2024 and has held it in 9 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.