Creative Financial Designs’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Creative Financial Designs’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	$14.8K	Hold	132	–	–	﹤0.01%	1407
2026 Q1	$7.88K	Hold	132	–	–	﹤0.01%	1474
2025 Q4	$7.36K	Sell	132 -61	-32%	-$3.34K	﹤0.01%	1418
2025 Q3	$9.67K	Sell	193 -1,701	-90%	-$77.8K	﹤0.01%	1375
2025 Q2	$82.7K	Sell	1,894 -347	-15%	-$12.7K	0.01%	719
2025 Q1	$75.4K	Buy	2,241 +442	+25%	+$17.1K	0.01%	700
2024 Q4	$70.6K	Buy	1,799 +1,667	+1,263%	+$66.9K	0.01%	691
2024 Q3	$5.38K	Hold	132	–	–	﹤0.01%	1356
2024 Q2	$5.69K	Hold	132	–	–	﹤0.01%	1295
2024 Q1	$5.09K	Hold	132	–	–	﹤0.01%	1307
2023 Q4	$4.34K	Sell	132 -108	-45%	-$3.11K	﹤0.01%	1287
2023 Q3	$6.5K	Buy	+240	New	+$6.82K	﹤0.01%	1129

Other funds holding SOXQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Creative Financial Designs's SOXQ Position: Q2 2026 in Review

Creative Financial Designs held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q2 2026 at 132 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Creative Financial Designs first reported a position in SOXQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $82.7K in Q2 2025. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Creative Financial Designs held 132 shares of Invesco PHLX Semiconductor ETF worth $14.8K as of Q2 2026.
Creative Financial Designs left its Invesco PHLX Semiconductor ETF share count unchanged in Q2 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1407 holding.
Creative Financial Designs first reported a position in Invesco PHLX Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
Creative Financial Designs's Invesco PHLX Semiconductor ETF position peaked at $82.7K in Q2 2025.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.