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Meramec Financial Planners’s Invesco Semiconductors ETF PSI Stock Holding History

Meramec Financial Planners’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 		$495 Buy
4
+1
+33% +$144 ﹤0.01% 515
2026
Q1 		$366 Buy
+3
New +$285 ﹤0.01% 492

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 $103B AUM 28.65% 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

Meramec Financial Planners's PSI Position: Q2 2026 in Review

Meramec Financial Planners increased its Invesco Semiconductors ETF (PSI) stake by 33% in Q2 2026, buying an estimated $144 and bringing the position to 4 shares worth $495. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Meramec Financial Planners first reported a position in PSI in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

  • Meramec Financial Planners held 4 shares of Invesco Semiconductors ETF worth $495 as of Q2 2026.
  • Meramec Financial Planners bought 1 Invesco Semiconductors ETF share in Q2 2026, an estimated $144.
  • Invesco Semiconductors ETF made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #515 holding.
  • Meramec Financial Planners first reported a position in Invesco Semiconductors ETF in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.