Mark Sheptoff Financial Planning’s Invesco Semiconductors ETF PSI Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-175	Closed	-$13.8K	–	560
2025 Q4	$13.8K	Hold	175	–	–	0.01%	316
2025 Q3	$12.3K	Hold	175	–	–	0.01%	323
2025 Q2	$10.5K	Hold	175	–	–	0.01%	331
2025 Q1	$8.29K	Hold	175	–	–	﹤0.01%	335
2024 Q4	$10.1K	Hold	175	–	–	0.01%	314
2024 Q3	$10.1K	Hold	175	–	–	0.01%	307
2024 Q2	$11K	Hold	175	–	–	0.01%	306
2024 Q1	$9.88K	Hold	175	–	–	0.01%	294
2023 Q4	$8.66K	Hold	175	–	–	0.01%	297
2023 Q3	$7.49K	Sell	175 -350	-67%	-$15.7K	﹤0.01%	283
2023 Q2	$23.9K	Hold	525	–	–	0.01%	208
2023 Q1	$21.6K	Hold	525	–	–	0.01%	214
2022 Q4	$17.5K	Hold	525	–	–	0.01%	230
2022 Q3	$16K	Sell	525 -300	-36%	-$10.4K	0.01%	224
2022 Q2	$27K	Sell	825 -8,100	-91%	-$298K	0.02%	196
2022 Q1	$386K	Buy	8,925 +300	+3%	+$13.2K	0.19%	74
2021 Q4	$441K	Hold	8,625	–	–	0.21%	70
2021 Q3	$367K	Sell	8,625 -7,350	-46%	-$313K	0.2%	74
2021 Q2	$684K	Buy	+15,975	New	+$651K	0.37%	49

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

Mark Sheptoff Financial Planning's PSI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Invesco Semiconductors ETF (PSI) in Q1 2026, closing a stake of 175 shares — an estimated $13.8K sold.

Mark Sheptoff Financial Planning first reported a position in PSI in Q2 2021 and held it in 19 quarters. The position peaked at $684K in Q2 2021. 179 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Invesco Semiconductors ETF position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 175 Invesco Semiconductors ETF shares in Q1 2026, an estimated $13.8K.
Mark Sheptoff Financial Planning first reported a position in Invesco Semiconductors ETF in Q2 2021 and held it in 19 quarters.
Mark Sheptoff Financial Planning's Invesco Semiconductors ETF position peaked at $684K in Q2 2021.
179 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.