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Capstone Wealth Management Group (Pennsylvania)’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$4.88M Buy
+43,547
New +$3.94M 1.72% 19

Other funds holding SOXQ

EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SOXQ Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 43,547 shares worth $4.88M. The stake represents 1.72% of the portfolio and ranks #19 among its holdings.

54 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 43,547 shares of Invesco PHLX Semiconductor ETF worth $4.88M as of Q2 2026.
  • Invesco PHLX Semiconductor ETF was a new Capstone Wealth Management Group (Pennsylvania) position in Q2 2026.
  • Invesco PHLX Semiconductor ETF made up 1.72% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #19 holding.
  • 54 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.