Avantax Advisory Services’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-36,493
Closed -$1.43M 2322
2024
Q4
$1.43M Buy
36,493
+2,945
+9% +$116K 0.01% 881
2024
Q3
$1.37M Buy
33,548
+1,059
+3% +$43.1K 0.01% 865
2024
Q2
$1.4M Buy
32,489
+47
+0.1% +$2.03K 0.01% 808
2024
Q1
$1.25M Buy
+32,442
New +$1.25M 0.01% 677