Focus Partners Wealth
SOXQ icon

Focus Partners Wealth’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Focus Partners Wealth’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
2024
Q2 		– Sell
-6,400
Closed -$247K – 1261
2024
Q1 		$247K Buy
+6,400
New +$228K ﹤0.01% 884

Other funds holding SOXQ

EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth's SOXQ Position: Q2 2024 in Review

Focus Partners Wealth sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2024, closing a stake of 6,400 shares — an estimated $247K sold.

Focus Partners Wealth first reported a position in SOXQ in Q1 2024 and held it in 1 quarter. The position peaked at $247K in Q1 2024. 80 funds tracked by Wall St. Rank hold SOXQ as of Q2 2024.

  • Focus Partners Wealth reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 6,400 Invesco PHLX Semiconductor ETF shares in Q2 2024, an estimated $247K.
  • Focus Partners Wealth first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Invesco PHLX Semiconductor ETF position peaked at $247K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2024.

Based on Focus Partners Wealth's 13F filing for Q2 2024, filed 15 Aug 2024.