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Keating Financial Advisory Services’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Keating Financial Advisory Services’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 		$5.97K Buy
100
+18
+22% +$1.12K ﹤0.01% 1350
2025
Q4 		$4.57K Buy
+82
New +$4.49K ﹤0.01% 1310

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

Keating Financial Advisory Services's SOXQ Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 22% in Q1 2026, buying an estimated $1.12K and bringing the position to 100 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Keating Financial Advisory Services first reported a position in SOXQ in Q4 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Keating Financial Advisory Services held 100 shares of Invesco PHLX Semiconductor ETF worth $5.97K as of Q1 2026.
  • Keating Financial Advisory Services bought 18 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $1.12K.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1350 holding.
  • Keating Financial Advisory Services first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 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 Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.