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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
2026
Q2 		$27.6K Buy
+246
New +$22.3K ﹤0.01% 403
2024
Q2 		– Sell
-34
Closed -$1.31K – 535
2024
Q1 		$1.31K Buy
+34
New +$1.21K ﹤0.01% 503

Other funds holding SOXQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Heritage Wealth Advisors's SOXQ Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 246 shares worth $27.6K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in SOXQ as recently as Q1 2024.

Heritage Wealth Advisors first reported a position in SOXQ in Q1 2024 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Heritage Wealth Advisors held 246 shares of Invesco PHLX Semiconductor ETF worth $27.6K as of Q2 2026.
  • Invesco PHLX Semiconductor ETF was a new Heritage Wealth Advisors position in Q2 2026.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #403 holding.
  • Heritage Wealth Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.