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

Future Financial 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
2025 Q4	–	Sell	-1,562	Closed	-$78.3K	–	388
2025 Q3	$78.3K	Sell	1,562 -100	-6%	-$4.58K	0.05%	201
2025 Q2	$72.6K	Buy	1,662 +2	+0.1%	+$73	0.05%	202
2025 Q1	$55.9K	Buy	1,660 +6	+0.4%	+$232	0.04%	224
2024 Q4	$64.9K	Buy	1,654 +220	+15%	+$8.83K	0.05%	213
2024 Q3	$58.4K	Buy	+1,434	New	+$57.9K	0.04%	236
2024 Q2	–	Sell	-1,391	Closed	-$53.7K	–	413
2024 Q1	$53.7K	Buy	+1,391	New	+$49.6K	0.04%	252
2022 Q4	–	Sell	-42,240	Closed	-$851K	–	131
2022 Q3	$851K	Buy	42,240 +3,366	+9%	+$72.5K	0.98%	33
2022 Q2	$1.05M	Hold	38,874	–	–	1.03%	33
2022 Q1	$1.05M	Buy	+38,874	New	+$1.07M	0.87%	33

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Future Financial Wealth Management's SOXQ Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q4 2025, closing a stake of 1,562 shares — an estimated $78.3K sold.

Future Financial Wealth Management first reported a position in SOXQ in Q1 2022 and held it in 9 quarters. The position peaked at $1.05M in Q2 2022. 109 funds tracked by Wall St. Rank hold SOXQ as of Q4 2025.

Future Financial Wealth Management reported no remaining Invesco PHLX Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,562 Invesco PHLX Semiconductor ETF shares in Q4 2025, an estimated $78.3K.
Future Financial Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q1 2022 and held it in 9 quarters.
Future Financial Wealth Management's Invesco PHLX Semiconductor ETF position peaked at $1.05M in Q2 2022.
109 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.