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 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 $1.66T 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

Creative Financial Designs's SOXQ Position: Q1 2026 in Review

Creative Financial Designs held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q1 2026 at 132 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Creative Financial Designs first reported a position in SOXQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $82.7K in Q2 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

Creative Financial Designs held 132 shares of Invesco PHLX Semiconductor ETF worth $7.88K as of Q1 2026.
Creative Financial Designs left its Invesco PHLX Semiconductor ETF share count unchanged in Q1 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1474 holding.
Creative Financial Designs first reported a position in Invesco PHLX Semiconductor ETF in Q3 2023 and has held it in 11 quarters since.
Creative Financial Designs's Invesco PHLX Semiconductor ETF position peaked at $82.7K in Q2 2025.
115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.