Commonwealth Equity Services’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Commonwealth Equity 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 Q1	$1.36M	Sell	22,782 -1,537	-6%	-$95.5K	﹤0.01%	2340
2025 Q4	$1.36M	Sell	24,319 -6,534	-21%	-$358K	﹤0.01%	2330
2025 Q3	$1.55M	Sell	30,853 -100,290	-76%	-$4.59M	﹤0.01%	2230
2025 Q2	$5.73M	Buy	131,143 +107,011	+443%	+$3.9M	0.01%	1229
2025 Q1	$812K	Buy	24,132 +9,673	+67%	+$374K	﹤0.01%	2639
2024 Q4	$567K	Buy	14,459 +9,314	+181%	+$374K	﹤0.01%	2863
2024 Q3	$210K	Buy	+5,145	New	+$208K	﹤0.01%	3653

Other funds holding SOXQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Commonwealth Equity Services's SOXQ Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 6.3% in Q1 2026, selling an estimated $95.5K and leaving 22,782 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Commonwealth Equity Services first reported a position in SOXQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.73M in Q2 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

Commonwealth Equity Services held 22,782 shares of Invesco PHLX Semiconductor ETF worth $1.36M as of Q1 2026.
Commonwealth Equity Services sold 1,537 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $95.5K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2340 holding.
Commonwealth Equity Services first reported a position in Invesco PHLX Semiconductor ETF in Q3 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's Invesco PHLX Semiconductor ETF position peaked at $5.73M in Q2 2025.
115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.