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Independent Advisor Alliance’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-9,394
Closed -$561K – 1540
2026
Q1 		$561K Buy
+9,394
New +$583K 0.01% 1068
2025
Q1 		– Sell
-9,557
Closed -$375K – 1282
2024
Q4 		$375K Buy
+9,557
New +$384K 0.01% 1047

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

Independent Advisor Alliance's SOXQ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026, closing a stake of 9,394 shares — an estimated $561K sold.

Independent Advisor Alliance first reported a position in SOXQ in Q4 2024 and held it in 2 quarters. The position peaked at $561K in Q1 2026. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,394 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $561K.
  • Independent Advisor Alliance first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco PHLX Semiconductor ETF position peaked at $561K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.