Activest Wealth Management
SOXQ icon

Activest Wealth Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Activest Wealth Management’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 		– Sell
-1
Closed -$41 – 1485
2026
Q1 		$41 Hold
1
– – ﹤0.01% 1185
2025
Q4 		$53 Buy
+1
New +$55 ﹤0.01% 1080
2025
Q3 		– Sell
-4,061
Closed -$186K – 1137
2025
Q2 		$177K Buy
+4,061
New +$148K 0.04% 105

Other funds holding SOXQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Activest Wealth Management's SOXQ Position: Q2 2026 in Review

Activest Wealth Management sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026, closing a stake of 1 share — an estimated $41 sold.

Activest Wealth Management first reported a position in SOXQ in Q2 2025 and held it in 3 quarters. The position peaked at $177K in Q2 2025. 162 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Activest Wealth Management reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1 Invesco PHLX Semiconductor ETF share in Q2 2026, an estimated $41.
  • Activest Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q2 2025 and held it in 3 quarters.
  • Activest Wealth Management's Invesco PHLX Semiconductor ETF position peaked at $177K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

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