IHT Wealth Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

IHT Wealth Management’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	$991K	Sell	8,841 -13	-0.1%	-$1.18K	0.02%	599
2026 Q1	$529K	Sell	8,854 -8,367	-49%	-$520K	0.01%	804
2025 Q4	$960K	Sell	17,221 -3,758	-18%	-$206K	0.02%	552
2025 Q3	$1.05M	Sell	20,979 -1,401	-6%	-$64.1K	0.03%	510
2025 Q2	$977K	Buy	22,380 +7,693	+52%	+$280K	0.03%	510
2025 Q1	$494K	Buy	+14,687	New	+$567K	0.02%	676

Other funds holding SOXQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

IHT Wealth Management's SOXQ Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 0.15% in Q2 2026, selling an estimated $1.18K and leaving 8,841 shares worth $991K. The position accounts for 0.02% of the portfolio, ranked #599.

IHT Wealth Management first reported a position in SOXQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05M in Q3 2025. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

IHT Wealth Management held 8,841 shares of Invesco PHLX Semiconductor ETF worth $991K as of Q2 2026.
IHT Wealth Management sold 13 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $1.18K.
Invesco PHLX Semiconductor ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #599 holding.
IHT Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
IHT Wealth Management's Invesco PHLX Semiconductor ETF position peaked at $1.05M in Q3 2025.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

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