Money Concepts Capital’s Invesco Semiconductors ETF PSI Stock Holding History

Money Concepts Capital’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	$285K	Buy	+1,520	New	+$219K	0.01%	529
2025 Q4	–	Sell	-4,146	Closed	-$292K	–	534
2025 Q3	$292K	Sell	4,146 -41	-1%	-$2.6K	0.02%	396
2025 Q2	$251K	Buy	+4,187	New	+$211K	0.02%	403
2023 Q1	–	Sell	-4,182	Closed	-$140K	–	2270
2022 Q4	$140K	Buy	+4,182	New	+$140K	0.01%	838
2022 Q2	–	Sell	-2,475	Closed	-$107K	–	2331
2022 Q1	$107K	Buy	2,475 +1,725	+230%	+$75.8K	0.01%	964
2021 Q4	$38K	Buy	+750	New	+$35.6K	﹤0.01%	616
2021 Q1	$30K	Hold	750	–	–	﹤0.01%	606
2020 Q4	$26K	Buy	+750	New	+$23K	﹤0.01%	561

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

Money Concepts Capital's PSI Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Invesco Semiconductors ETF (PSI) in Q2 2026: 1,520 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in PSI as recently as Q3 2025.

Money Concepts Capital first reported a position in PSI in Q4 2020 and has held it in 8 quarters since. The position peaked at $292K in Q3 2025. 245 funds tracked by Wall St. Rank hold PSI as of Q2 2026.

Money Concepts Capital held 1,520 shares of Invesco Semiconductors ETF worth $285K as of Q2 2026.
Invesco Semiconductors ETF was a new Money Concepts Capital position in Q2 2026.
Invesco Semiconductors ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #529 holding.
Money Concepts Capital first reported a position in Invesco Semiconductors ETF in Q4 2020 and has held it in 8 quarters since.
Money Concepts Capital's Invesco Semiconductors ETF position peaked at $292K in Q3 2025.
245 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.