Triton Financial Group Inc PSI — INVESCO DYNAMIC SEMICONDUCTORS ETF

Ownership history in Triton Financial Group Inc  ·  15 quarters on record

AI Ownership Summary

Triton Financial Group Inc reported INVESCO DYNAMIC SEMICONDUCTORS ETF (PSI) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.46% in 2026 Q1. The latest visible filing shows PSI at 5.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triton Financial Group Inc's position in INVESCO DYNAMIC SEMICONDUCTORS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSI was reported at 5.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.46% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSI stock page Triton Financial Group Inc fund profile Triton Financial Group Inc full holdings
How Triton Financial Group Inc held PSI — position size vs. price
% of Fund (quarterly)    PSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,201 +17,924 +98.1% 5.46% $3.1M 2026-05-15 $148.32
2025 Q4 REDUCED — — — 18,277 -249 -1.3% 0.95% $1.4M 2026-02-03 $93.88
2025 Q3 REDUCED — — — 18,526 -4 -0.0% 0.87% $1.3M 2025-11-03 $78.73
2025 Q2 ADDED — — — 18,530 +3,380 +22.3% 0.81% $1.1M 2025-07-30 $61.75
2024 Q4 ADDED — — — 15,150 +278 +1.9% 0.55% $877K 2025-03-10 $49.70
2024 Q3 ADDED — — — 14,872 +882 +6.3% 0.55% $855K 2024-10-25 $56.97
2024 Q2 REDUCED 15.8% -8.4% ✅ 13,990 -2,633 -15.8% 0.62% $879K 2024-08-13 $54.94
2024 Q1 REDUCED 25.7% +11.3% ❌ 16,623 -5,760 -25.7% 0.67% $938K 2024-04-19 $49.97
2023 Q4 REDUCED 32.0% +15.2% ❌ 22,383 -10,542 -32.0% 0.81% $1.1M 2024-01-09 $47.24
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSI

As of 2026 Q1 — sorted by position size

Warner Group LLC 11.36% Artesa Financial Group, LLC 5.8% Envision Financial Transparency, LLC 0.97% Bawa N Mallick Trust 0.77% Mission Hills Financial Advisory, LLC 0.71% Valley Brook Capital Group, Inc. 3Y 0.7% Members Advisory Group LLC 3Y 0.55% FSA WEALTH PARTNERS, INC. 3Y 7Y 0.41% Capital Square, LLC 3Y 0.41% Millennium Capital Advisors, LLC 0.4%

FAQ About Triton Financial Group Inc and PSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triton Financial Group Inc reported owning PSI?

Triton Financial Group Inc reported PSI across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PSI position in Triton Financial Group Inc's portfolio?

The largest reported portfolio weight for PSI was 5.46% in 2026 Q1.

What is the latest reported PSI position on this page?

The most recent filing on this page is 2026 Q1, when Triton Financial Group Inc reported 36,201 shares, equal to 5.46% of portfolio, with an estimated market value of $3.1M.

What does the chart on this PSI ownership page compare?

The chart compares Triton Financial Group Inc's quarterly PSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triton Financial Group Inc time their PSI position?

Based on 13F filing dates vs. subsequent PSI price moves, Triton Financial Group Inc correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on PSI relative to SPY over the holding period was +22.3%.

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