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

Capital Investment 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
2026 Q2	$360K	Buy	3,209 +491	+18%	+$44.5K	0.02%	523
2026 Q1	$162K	Buy	2,718 +2,468	+987%	+$153K	0.01%	665
2025 Q4	$13.9K	Hold	250	–	–	﹤0.01%	988
2025 Q3	$12.5K	Hold	250	–	–	﹤0.01%	945
2025 Q2	$10.9K	Hold	250	–	–	﹤0.01%	934
2025 Q1	$8.41K	Buy	+250	New	+$9.65K	﹤0.01%	888

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 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

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

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

Capital Investment Advisory Services's SOXQ Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 18% in Q2 2026, buying an estimated $44.5K and bringing the position to 3,209 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #523.

Capital Investment Advisory Services first reported a position in SOXQ in Q1 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Capital Investment Advisory Services held 3,209 shares of Invesco PHLX Semiconductor ETF worth $360K as of Q2 2026.
Capital Investment Advisory Services bought 491 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $44.5K.
Invesco PHLX Semiconductor ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #523 holding.
Capital Investment Advisory Services first reported a position in Invesco PHLX Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.