Evermay Wealth Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Evermay Wealth Management’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	$29.7K	Hold	265	–	–	﹤0.01%	411
2026 Q1	$15.8K	Hold	265	–	–	﹤0.01%	414
2025 Q4	$14.8K	Hold	265	–	–	﹤0.01%	412
2025 Q3	$13.3K	Hold	265	–	–	﹤0.01%	424
2025 Q2	$11.6K	Hold	265	–	–	﹤0.01%	434
2025 Q1	$8.92K	Hold	265	–	–	﹤0.01%	453
2024 Q4	$10.4K	Hold	265	–	–	﹤0.01%	443
2024 Q3	$10.8K	Hold	265	–	–	﹤0.01%	453
2024 Q2	$11.4K	Hold	265	–	–	﹤0.01%	443
2024 Q1	$10.2K	Buy	+265	New	+$9.45K	﹤0.01%	468

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

Evermay Wealth Management's SOXQ Position: Q2 2026 in Review

Evermay Wealth Management held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q2 2026 at 265 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Evermay Wealth Management first reported a position in SOXQ in Q1 2024 and has held it in 10 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Evermay Wealth Management held 265 shares of Invesco PHLX Semiconductor ETF worth $29.7K as of Q2 2026.
Evermay Wealth Management left its Invesco PHLX Semiconductor ETF share count unchanged in Q2 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #411 holding.
Evermay Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.