GC
SOXQ icon

Grimes & Company’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Grimes & Company’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 		$962K Sell
8,583
-147
-2% -$13.3K 0.02% 258
2026
Q1 		$521K Sell
8,730
-87
-1% -$5.4K 0.01% 302
2025
Q4 		$492K Sell
8,817
-836
-9% -$45.8K 0.01% 312
2025
Q3 		$484K Sell
9,653
-1,161
-11% -$53.1K 0.01% 316
2025
Q2 		$472K Buy
+10,814
New +$394K 0.01% 275

Other funds holding SOXQ

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Grimes & Company's SOXQ Position: Q2 2026 in Review

Grimes & Company reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 1.7% in Q2 2026, selling an estimated $13.3K and leaving 8,583 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #258.

Grimes & Company first reported a position in SOXQ in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Grimes & Company held 8,583 shares of Invesco PHLX Semiconductor ETF worth $962K as of Q2 2026.
  • Grimes & Company sold 147 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $13.3K.
  • Invesco PHLX Semiconductor ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #258 holding.
  • Grimes & Company first reported a position in Invesco PHLX Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.