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

Avantax Advisory Services’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 Q1	–	Sell	-36,493	Closed	-$1.43M	–	2322
2024 Q4	$1.43M	Buy	36,493 +2,945	+9%	+$118K	0.01%	881
2024 Q3	$1.37M	Buy	33,548 +1,059	+3%	+$42.7K	0.01%	865
2024 Q2	$1.4M	Buy	32,489 +47	+0.1%	+$1.86K	0.01%	808
2024 Q1	$1.25M	Buy	+32,442	New	+$1.16M	0.01%	677

Other funds holding SOXQ

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

EGA

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

MIM

Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return

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

GXJ

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

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

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

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

Avantax Advisory Services's SOXQ Position: Q1 2025 in Review

Avantax Advisory Services sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2025, closing a stake of 36,493 shares — an estimated $1.43M sold.

Avantax Advisory Services first reported a position in SOXQ in Q1 2024 and held it in 4 quarters. The position peaked at $1.43M in Q4 2024. 83 funds tracked by Wall St. Rank hold SOXQ as of Q1 2025.

Avantax Advisory Services reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 36,493 Invesco PHLX Semiconductor ETF shares in Q1 2025, an estimated $1.43M.
Avantax Advisory Services first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and held it in 4 quarters.
Avantax Advisory Services's Invesco PHLX Semiconductor ETF position peaked at $1.43M in Q4 2024.
83 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.