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SOXQ icon

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

Bright Futures 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
2026
Q2 		$1.02M Sell
9,090
-3,990
-31% -$361K 0.66% 49
2026
Q1 		$781K Buy
13,080
+184
+1% +$11.4K 0.53% 60
2025
Q4 		$719K Sell
12,896
-1,818
-12% -$99.5K 0.53% 65
2025
Q3 		$737K Buy
+14,714
New +$673K 0.58% 56
2025
Q1 		$556K Sell
18,839
-607
-3% -$23.4K 0.61% 53
2024
Q4 		$753K Sell
19,446
-3,576
-16% -$144K 0.67% 50
2024
Q3 		$935K Buy
23,022
+3,119
+16% +$126K 0.45% 67
2024
Q2 		$722K Sell
19,903
-2,494
-11% -$98.5K 0.39% 75
2024
Q1 		$957K Buy
+22,397
New +$799K 0.52% 57

Other funds holding SOXQ

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bright Futures Wealth Management's SOXQ Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 31% in Q2 2026, selling an estimated $361K and leaving 9,090 shares worth $1.02M. The position accounts for 0.66% of the portfolio, ranked #49.

Bright Futures Wealth Management first reported a position in SOXQ in Q1 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Bright Futures Wealth Management held 9,090 shares of Invesco PHLX Semiconductor ETF worth $1.02M as of Q2 2026.
  • Bright Futures Wealth Management sold 3,990 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $361K.
  • Invesco PHLX Semiconductor ETF made up 0.66% of Bright Futures Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Bright Futures Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.