M Holdings Securities’s Invesco Semiconductors ETF PSI Stock Holding History

M Holdings Securities’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	$3.97M	Buy	22,944 +1,409	+7%	+$203K	0.54%	32
2026 Q1	$2.74M	Buy	21,535 +1,249	+6%	+$118K	0.19%	98
2025 Q4	$1.6M	Buy	+20,286	New	+$1.55M	0.11%	149
2025 Q3	–	Sell	-20,326	Closed	-$1.22M	–	168
2025 Q2	$1.22M	Buy	+20,326	New	+$1.02M	0.21%	75
2024 Q3	–	Sell	-5,995	Closed	-$377K	–	249
2024 Q2	$377K	Buy	+5,995	New	+$346K	0.05%	203

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 $104B AUM 28.3% 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

M Holdings Securities's PSI Position: Q2 2026 in Review

M Holdings Securities increased its Invesco Semiconductors ETF (PSI) stake by 6.5% in Q2 2026, buying an estimated $203K and bringing the position to 22,944 shares worth $3.97M. The position accounts for 0.54% of the portfolio, ranked #32.

M Holdings Securities first reported a position in PSI in Q2 2024 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

M Holdings Securities held 22,944 shares of Invesco Semiconductors ETF worth $3.97M as of Q2 2026.
M Holdings Securities bought 1,409 Invesco Semiconductors ETF shares in Q2 2026, an estimated $203K.
Invesco Semiconductors ETF made up 0.54% of M Holdings Securities's portfolio in Q2 2026, its #32 holding.
M Holdings Securities first reported a position in Invesco Semiconductors ETF in Q2 2024 and has held it in 5 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.