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Berbice Capital Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Berbice Capital 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
2026
Q3 		$124K Buy
1,250
+530
+74% +$50.1K 0.06% 56
2026
Q2 		$80.7K Buy
+720
New +$65.2K 0.04% 59

Other funds holding SOXQ

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FP
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Berbice Capital Management's SOXQ Position: Q3 2026 in Review

Berbice Capital Management increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 74% in Q3 2026, buying an estimated $50.1K and bringing the position to 1,250 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #56.

Berbice Capital Management first reported a position in SOXQ in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold SOXQ as of Q3 2026.

  • Berbice Capital Management held 1,250 shares of Invesco PHLX Semiconductor ETF worth $124K as of Q3 2026.
  • Berbice Capital Management bought 530 Invesco PHLX Semiconductor ETF shares in Q3 2026, an estimated $50.1K.
  • Invesco PHLX Semiconductor ETF made up 0.06% of Berbice Capital Management's portfolio in Q3 2026, its #56 holding.
  • Berbice Capital Management first reported a position in Invesco PHLX Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2026.

Based on Berbice Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.