MinichMacGregor Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

MinichMacGregor Wealth Management’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	$534K	Sell	2,844 -1,371	-33%	-$197K	0.08%	76
2026 Q1	$398K	Sell	4,215 -486	-10%	-$46.1K	0.07%	78
2025 Q4	$371K	Buy	+4,701	New	+$359K	0.07%	82
2024 Q3	–	Sell	-6,635	Closed	-$417K	–	121
2024 Q2	$417K	Sell	6,635 -67	-1%	-$3.86K	0.1%	68
2024 Q1	$382K	Sell	6,702 -705	-10%	-$36.7K	0.1%	73
2023 Q4	$367K	Buy	7,407 +229	+3%	+$9.94K	0.11%	66
2023 Q3	$307K	Sell	7,178 -109	-1%	-$4.89K	0.1%	73
2023 Q2	$332K	Buy	+7,287	New	+$294K	0.1%	71
2022 Q2	–	Sell	-8,727	Closed	-$377K	–	91
2022 Q1	$377K	Sell	8,727 -9	-0.1%	-$396	0.12%	68
2021 Q4	$447K	Buy	+8,736	New	+$414K	0.14%	60
2021 Q2	–	Sell	-11,781	Closed	-$472K	–	86
2021 Q1	$472K	Buy	11,781 +3,597	+44%	+$140K	0.18%	55
2020 Q4	$286K	Buy	+8,184	New	+$252K	0.12%	63
2018 Q4	–	Sell	-258	Closed	-$4K	–	395
2018 Q3	$4K	Sell	258 -48	-16%	-$870	﹤0.01%	410
2018 Q2	$5K	Buy	+306	New	+$5.44K	﹤0.01%	385

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

MinichMacGregor Wealth Management's PSI Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Invesco Semiconductors ETF (PSI) stake by 33% in Q2 2026, selling an estimated $197K and leaving 2,844 shares worth $534K. The position accounts for 0.08% of the portfolio, ranked #76.

MinichMacGregor Wealth Management first reported a position in PSI in Q2 2018 and has held it in 14 quarters since. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

MinichMacGregor Wealth Management held 2,844 shares of Invesco Semiconductors ETF worth $534K as of Q2 2026.
MinichMacGregor Wealth Management sold 1,371 Invesco Semiconductors ETF shares in Q2 2026, an estimated $197K.
Invesco Semiconductors ETF made up 0.08% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #76 holding.
MinichMacGregor Wealth Management first reported a position in Invesco Semiconductors ETF in Q2 2018 and has held it in 14 quarters since.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.