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 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Warner Group Madison, Connecticut $153M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KKM Financial's PSI Position: Q1 2026 in Review

KKM Financial held its Invesco Semiconductors ETF (PSI) position steady in Q1 2026 at 7,145 shares worth $563K. The position accounts for 0.1% of the portfolio, ranked #115.

KKM Financial first reported a position in PSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $754K in Q2 2024. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

KKM Financial held 7,145 shares of Invesco Semiconductors ETF worth $563K as of Q1 2026.
KKM Financial left its Invesco Semiconductors ETF share count unchanged in Q1 2026.
Invesco Semiconductors ETF made up 0.1% of KKM Financial's portfolio in Q1 2026, its #115 holding.
KKM Financial first reported a position in Invesco Semiconductors ETF in Q4 2023 and has held it in 10 quarters since.
KKM Financial's Invesco Semiconductors ETF position peaked at $754K in Q2 2024.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.