AWM
SOXQ icon

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

Angeles 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
Q1 		– Sell
-4,775
Closed -$266K – 551
2025
Q4 		$266K Buy
+4,775
New +$261K 0.01% 313

Other funds holding SOXQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Angeles Wealth Management's SOXQ Position: Q1 2026 in Review

Angeles Wealth Management sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2026, closing a stake of 4,775 shares — an estimated $266K sold.

Angeles Wealth Management first reported a position in SOXQ in Q4 2025 and held it in 1 quarter. The position peaked at $266K in Q4 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Angeles Wealth Management reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 4,775 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $266K.
  • Angeles Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Angeles Wealth Management's Invesco PHLX Semiconductor ETF position peaked at $266K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.