Action Point Financial Planning’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Action Point Financial Planning’s Portfolio SOXQ Stock Details SOXQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$194K	Buy	+1,733	New	+$157K	0.02%	445

Other funds holding SOXQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Action Point Financial Planning's SOXQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 1,733 shares worth $194K. The stake represents 0.02% of the portfolio and ranks #445 among its holdings.

163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Action Point Financial Planning held 1,733 shares of Invesco PHLX Semiconductor ETF worth $194K as of Q2 2026.
Invesco PHLX Semiconductor ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco PHLX Semiconductor ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #445 holding.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.