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Capital Advisors Ltd’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Capital Advisors Ltd’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 		$67K Hold
602
– – 0.01% 469
2026
Q1 		$36K Hold
602
– – ﹤0.01% 564
2025
Q4 		$34K Hold
602
– – ﹤0.01% 564
2025
Q3 		$30K Buy
602
+348
+137% +$15.9K ﹤0.01% 573
2025
Q2 		$11K Hold
254
– – ﹤0.01% 776
2025
Q1 		$9K Hold
254
– – ﹤0.01% 811
2024
Q4 		$10K Buy
+254
New +$10.2K ﹤0.01% 791

Other funds holding SOXQ

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
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
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Capital Advisors Ltd's SOXQ Position: Q2 2026 in Review

Capital Advisors Ltd held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q2 2026 at 602 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #469.

Capital Advisors Ltd first reported a position in SOXQ in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Capital Advisors Ltd held 602 shares of Invesco PHLX Semiconductor ETF worth $67K as of Q2 2026.
  • Capital Advisors Ltd left its Invesco PHLX Semiconductor ETF share count unchanged in Q2 2026.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #469 holding.
  • Capital Advisors Ltd first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.