Carson Wealth (CWM LLC)
SOXQ icon

Carson Wealth (CWM LLC)’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$855K Hold
14,325
– – ﹤0.01% 1642
2025
Q4 		$799K Sell
14,325
-235
-2% -$12.9K ﹤0.01% 1635
2025
Q3 		$730K Buy
14,560
+235
+2% +$10.8K ﹤0.01% 1585
2025
Q2 		$625K Buy
14,325
+14,313
+119,275% +$522K ﹤0.01% 1497
2025
Q1 		$0 Buy
+12
New +$463 ﹤0.01% 5191

Other funds holding SOXQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SOXQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q1 2026 at 14,325 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Carson Wealth (CWM LLC) first reported a position in SOXQ in Q1 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,325 shares of Invesco PHLX Semiconductor ETF worth $855K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco PHLX Semiconductor ETF share count unchanged in Q1 2026.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1642 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco PHLX Semiconductor ETF in Q1 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.