Atria Investments’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Atria Investments’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 Q3	$223K	Buy	+2,243	New	+$212K	﹤0.01%	2032

Other funds holding SOXQ

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $338M AUM 49.03% 1-Year Est. Return

WAS

Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Atria Investments's SOXQ Position: Q3 2026 in Review

Atria Investments opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q3 2026: 2,243 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #2032 among its holdings.

17 funds tracked by Wall St. Rank hold SOXQ as of Q3 2026.

Atria Investments held 2,243 shares of Invesco PHLX Semiconductor ETF worth $223K as of Q3 2026.
Invesco PHLX Semiconductor ETF was a new Atria Investments position in Q3 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #2032 holding.
17 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.