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Householder Group Estate & Retirement Specialist’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$6K Hold
165
– – ﹤0.01% 416
2024
Q3 		$6K Hold
165
– – ﹤0.01% 913
2024
Q2 		$7K Buy
+165
New +$6.52K ﹤0.01% 891

Other funds holding SOXQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SOXQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q4 2024 at 165 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Householder Group Estate & Retirement Specialist first reported a position in SOXQ in Q2 2024 and has held it in 3 quarters since. The position peaked at $7K in Q2 2024. 90 funds tracked by Wall St. Rank hold SOXQ as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 165 shares of Invesco PHLX Semiconductor ETF worth $6K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Invesco PHLX Semiconductor ETF share count unchanged in Q4 2024.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #416 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco PHLX Semiconductor ETF in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's Invesco PHLX Semiconductor ETF position peaked at $7K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.