Heritage Wealth Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Heritage Wealth 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
2024 Q2	–	Sell	-34	Closed	-$1.31K	–	535
2024 Q1	$1.31K	Buy	+34	New	+$1.21K	﹤0.01%	503

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 New York $777B AUM 61.18% 1-Year Est. Return

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

Heritage Wealth Advisors's SOXQ Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2024, closing a stake of 34 shares — an estimated $1.31K sold.

Heritage Wealth Advisors first reported a position in SOXQ in Q1 2024 and held it in 1 quarter. The position peaked at $1.31K in Q1 2024. 80 funds tracked by Wall St. Rank hold SOXQ as of Q2 2024.

Heritage Wealth Advisors reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 34 Invesco PHLX Semiconductor ETF shares in Q2 2024, an estimated $1.31K.
Heritage Wealth Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and held it in 1 quarter.
Heritage Wealth Advisors's Invesco PHLX Semiconductor ETF position peaked at $1.31K in Q1 2024.
80 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.