J.W. Cole Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

J.W. Cole 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 Q2	$280K	Buy	+2,497	New	+$226K	﹤0.01%	1317

Other funds holding SOXQ

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

J.W. Cole Advisors's SOXQ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 2,497 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings.

21 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

J.W. Cole Advisors held 2,497 shares of Invesco PHLX Semiconductor ETF worth $280K as of Q2 2026.
Invesco PHLX Semiconductor ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1317 holding.
21 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.