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KKM Financial’s Invesco Semiconductors ETF PSI Stock Holding History

KKM Financial’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 		$1.34M Buy
7,147
+2
+0% +$288 0.18% 87
2026
Q1 		$563K Hold
7,145
– – 0.1% 115
2025
Q4 		$563K Buy
7,145
+296
+4% +$22.6K 0.1% 115
2025
Q3 		$482K Sell
6,849
-1
-0% -$63 0.15% 100
2025
Q2 		$411K Sell
6,850
-763
-10% -$38.4K 0.14% 111
2025
Q1 		$361K Sell
7,613
-4,727
-38% -$268K 0.15% 114
2024
Q4 		$715K Hold
12,340
– – 0.3% 77
2024
Q3 		$710K Buy
12,340
+215
+2% +$12.3K 0.35% 69
2024
Q2 		$754K Buy
12,125
+56
+0.5% +$3.23K 0.36% 74
2024
Q1 		$681K Hold
12,069
– – 0.33% 80
2023
Q4 		$597K Buy
+12,069
New +$524K 0.38% 66

Other funds holding PSI

LPL Financial
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
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
WG
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

KKM Financial's PSI Position: Q2 2026 in Review

KKM Financial increased its Invesco Semiconductors ETF (PSI) stake by 0.03% in Q2 2026, buying an estimated $288 and bringing the position to 7,147 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #87.

KKM Financial first reported a position in PSI in Q4 2023 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • KKM Financial held 7,147 shares of Invesco Semiconductors ETF worth $1.34M as of Q2 2026.
  • KKM Financial bought 2 Invesco Semiconductors ETF shares in Q2 2026, an estimated $288.
  • Invesco Semiconductors ETF made up 0.18% of KKM Financial's portfolio in Q2 2026, its #87 holding.
  • KKM Financial first reported a position in Invesco Semiconductors ETF in Q4 2023 and has held it in 11 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

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