Aptus Capital Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Aptus Capital Advisors’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	$3.48K	Buy	+31	New	+$2.81K	﹤0.01%	1692
2023 Q4	–	Sell	-494	Closed	-$13.4K	–	981
2023 Q3	$13.4K	Buy	494 +1	+0.2%	+$28	﹤0.01%	778
2023 Q2	$14.3K	Buy	493 +1	+0.2%	+$26	﹤0.01%	676
2023 Q1	$12.5K	Buy	+492	New	+$11.5K	﹤0.01%	666

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

Aptus Capital Advisors's SOXQ Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 31 shares worth $3.48K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in SOXQ as recently as Q3 2023.

Aptus Capital Advisors first reported a position in SOXQ in Q1 2023 and has held it in 4 quarters since. The position peaked at $14.3K in Q2 2023. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Aptus Capital Advisors held 31 shares of Invesco PHLX Semiconductor ETF worth $3.48K as of Q2 2026.
Invesco PHLX Semiconductor ETF was a new Aptus Capital Advisors position in Q2 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1692 holding.
Aptus Capital Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q1 2023 and has held it in 4 quarters since.
Aptus Capital Advisors's Invesco PHLX Semiconductor ETF position peaked at $14.3K in Q2 2023.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.