AWM
SOXQ icon

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

Atticus 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
2025
Q2 		– Sell
-46
Closed -$1.55K – 691
2025
Q1 		$1.55K Hold
46
– – ﹤0.01% 459
2024
Q4 		$1.8K Hold
46
– – ﹤0.01% 474
2024
Q3 		$1.87K Hold
46
– – ﹤0.01% 469
2024
Q2 		$1.98K Buy
+46
New +$1.82K ﹤0.01% 463

Other funds holding SOXQ

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atticus Wealth Management's SOXQ Position: Q2 2025 in Review

Atticus Wealth Management sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2025, closing a stake of 46 shares — an estimated $1.55K sold.

Atticus Wealth Management first reported a position in SOXQ in Q2 2024 and held it in 4 quarters. The position peaked at $1.98K in Q2 2024. 91 funds tracked by Wall St. Rank hold SOXQ as of Q2 2025.

  • Atticus Wealth Management reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 46 Invesco PHLX Semiconductor ETF shares in Q2 2025, an estimated $1.55K.
  • Atticus Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q2 2024 and held it in 4 quarters.
  • Atticus Wealth Management's Invesco PHLX Semiconductor ETF position peaked at $1.98K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2025.

Based on Atticus Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.