AE Wealth Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
2,857
+91
| +3% | +$3.97K | ﹤0.01% | 1428 |
|
|
2025
Q1 | $93.1K | Buy |
2,766
+174
| +7% | +$5.86K | ﹤0.01% | 1457 |
|
|
2024
Q4 | $102K | Buy |
+2,592
| New | +$102K | ﹤0.01% | 1421 |
|
|
2024
Q1 | – | Sell |
-15,483
| Closed | -$530K | – | 1860 |
|
|
2023
Q4 | $530K | Buy |
+15,483
| New | +$530K | ﹤0.01% | 1400 |
|