Atria Wealth Solutions’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-12,489	Closed	-$420K	–	1860
2025 Q1	$420K	Sell	12,489 -8,221	-40%	-$317K	0.01%	1282
2024 Q4	$812K	Sell	20,710 -89	-0.4%	-$3.57K	0.01%	1017
2024 Q3	$847K	Buy	20,799 +857	+4%	+$34.6K	0.01%	983
2024 Q2	$859K	Sell	19,942 -1,232	-6%	-$48.7K	0.01%	957
2024 Q1	$817K	Buy	21,174 +4,234	+25%	+$151K	0.01%	1005
2023 Q4	$557K	Buy	+16,940	New	+$487K	0.01%	1157

Other funds holding SOXQ

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Wealth Solutions's SOXQ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2025, closing a stake of 12,489 shares — an estimated $420K sold.

Atria Wealth Solutions first reported a position in SOXQ in Q4 2023 and held it in 6 quarters. The position peaked at $859K in Q2 2024. 91 funds tracked by Wall St. Rank hold SOXQ as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 12,489 Invesco PHLX Semiconductor ETF shares in Q2 2025, an estimated $420K.
Atria Wealth Solutions first reported a position in Invesco PHLX Semiconductor ETF in Q4 2023 and held it in 6 quarters.
Atria Wealth Solutions's Invesco PHLX Semiconductor ETF position peaked at $859K in Q2 2024.
91 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.