IWA
SOXQ icon

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

Icon 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
Q1 		– Sell
-6,380
Closed -$363K – 436
2025
Q4 		$363K Buy
6,380
+3,255
+104% +$178K 0.02% 290
2025
Q3 		$157K Sell
3,125
-3,255
-51% -$149K 0.01% 411
2025
Q2 		$279K Hold
6,380
– – 0.02% 319
2025
Q1 		$215K Hold
6,380
– – 0.02% 338
2024
Q4 		$250K Hold
6,380
– – 0.02% 334
2024
Q3 		$260K Hold
6,380
– – 0.02% 312
2024
Q2 		$263K Buy
+6,380
New +$252K 0.02% 296

Other funds holding SOXQ

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Icon Wealth Advisors's SOXQ Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2026, closing a stake of 6,380 shares — an estimated $363K sold.

Icon Wealth Advisors first reported a position in SOXQ in Q2 2024 and held it in 7 quarters. The position peaked at $363K in Q4 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 6,380 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $363K.
  • Icon Wealth Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q2 2024 and held it in 7 quarters.
  • Icon Wealth Advisors's Invesco PHLX Semiconductor ETF position peaked at $363K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.