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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
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 $1.66T 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

Independent Advisor Alliance's SOXQ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2026: 9,394 shares worth $561K. The stake represents 0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SOXQ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SOXQ in Q4 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Independent Advisor Alliance held 9,394 shares of Invesco PHLX Semiconductor ETF worth $561K as of Q1 2026.
  • Invesco PHLX Semiconductor ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1068 holding.
  • Independent Advisor Alliance first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.