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

AE 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	$323K	Buy	2,883 +322	+13%	+$29.2K	﹤0.01%	1450
2026 Q1	$153K	Buy	2,561 +467	+22%	+$29K	﹤0.01%	1671
2025 Q4	$117K	Sell	2,094 -209	-9%	-$11.4K	﹤0.01%	1653
2025 Q3	$115K	Sell	2,303 -554	-19%	-$25.3K	﹤0.01%	1526
2025 Q2	$125K	Buy	2,857 +91	+3%	+$3.32K	﹤0.01%	1428
2025 Q1	$93.1K	Buy	2,766 +174	+7%	+$6.72K	﹤0.01%	1457
2024 Q4	$102K	Buy	+2,592	New	+$104K	﹤0.01%	1421
2024 Q1	–	Sell	-15,483	Closed	-$530K	–	1863
2023 Q4	$530K	Buy	+15,483	New	+$445K	﹤0.01%	1403

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

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

AE Wealth Management increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 13% in Q2 2026, buying an estimated $29.2K and bringing the position to 2,883 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

AE Wealth Management first reported a position in SOXQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $530K in Q4 2023. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

AE Wealth Management held 2,883 shares of Invesco PHLX Semiconductor ETF worth $323K as of Q2 2026.
AE Wealth Management bought 322 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $29.2K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1450 holding.
AE Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's Invesco PHLX Semiconductor ETF position peaked at $530K in Q4 2023.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.