Farther Finance Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Farther Finance Advisors’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	$2.35M	Buy	20,927 +7,087	+51%	+$642K	0.02%	669
2026 Q1	$850K	Buy	13,840 +1,240	+10%	+$77K	0.01%	1077
2025 Q4	$703K	Hold	12,600	–	–	0.01%	1108
2025 Q3	$632K	Hold	12,600	–	–	0.01%	956
2025 Q2	$550K	Buy	12,600 +12,426	+7,141%	+$453K	0.01%	867
2025 Q1	$5.87K	Sell	174 -596	-77%	-$23K	﹤0.01%	2978
2024 Q4	$30.2K	Sell	770 -1,391	-64%	-$55.8K	﹤0.01%	1902
2024 Q3	$88K	Buy	2,161 +275	+15%	+$11.1K	﹤0.01%	1362
2024 Q2	$81.4K	Buy	+1,886	New	+$74.5K	﹤0.01%	1216

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

Farther Finance Advisors's SOXQ Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 51% in Q2 2026, buying an estimated $642K and bringing the position to 20,927 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #669.

Farther Finance Advisors first reported a position in SOXQ in Q2 2024 and has held it in 9 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Farther Finance Advisors held 20,927 shares of Invesco PHLX Semiconductor ETF worth $2.35M as of Q2 2026.
Farther Finance Advisors bought 7,087 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $642K.
Invesco PHLX Semiconductor ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #669 holding.
Farther Finance Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.