Kerr Financial Planning’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Kerr Financial Planning’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	-199	Closed	-$15.6K	–	548
2026 Q1	$15.6K	Sell	199 -200	-50%	-$12.4K	0.01%	307
2025 Q4	$22.6K	Buy	399 +199	+100%	+$10.9K	0.03%	260
2025 Q3	$10.7K	Buy	+200	New	+$9.15K	0.02%	346

Other funds holding SOXQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Kerr Financial Planning's SOXQ Position: Q2 2026 in Review

Kerr Financial Planning sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026, closing a stake of 199 shares — an estimated $15.6K sold.

Kerr Financial Planning first reported a position in SOXQ in Q3 2025 and held it in 3 quarters. The position peaked at $22.6K in Q4 2025. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Kerr Financial Planning reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Kerr Financial Planning sold 199 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $15.6K.
Kerr Financial Planning first reported a position in Invesco PHLX Semiconductor ETF in Q3 2025 and held it in 3 quarters.
Kerr Financial Planning's Invesco PHLX Semiconductor ETF position peaked at $22.6K in Q4 2025.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.