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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
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
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

IHT Wealth Management's SOXQ Position: Q1 2026 in Review

IHT Wealth Management reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 49% in Q1 2026, selling an estimated $520K and leaving 8,854 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #804.

IHT Wealth Management first reported a position in SOXQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q3 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • IHT Wealth Management held 8,854 shares of Invesco PHLX Semiconductor ETF worth $529K as of Q1 2026.
  • IHT Wealth Management sold 8,367 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $520K.
  • Invesco PHLX Semiconductor ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #804 holding.
  • IHT Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q1 2025 and has held it in 5 quarters since.
  • IHT Wealth Management's Invesco PHLX Semiconductor ETF position peaked at $1.05M in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.