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Coppell Advisory Solutions’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-250
Closed -$9.89K – 1631
2024
Q4 		$9.89K Buy
+250
New +$10K ﹤0.01% 1122

Other funds holding SOXQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

Coppell Advisory Solutions's SOXQ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2025, closing a stake of 250 shares — an estimated $9.89K sold.

Coppell Advisory Solutions first reported a position in SOXQ in Q4 2024 and held it in 1 quarter. The position peaked at $9.89K in Q4 2024. 83 funds tracked by Wall St. Rank hold SOXQ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 250 Invesco PHLX Semiconductor ETF shares in Q1 2025, an estimated $9.89K.
  • Coppell Advisory Solutions first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Invesco PHLX Semiconductor ETF position peaked at $9.89K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.