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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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 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. 21 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.
  • 21 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.