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

Kestra 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 		– Sell
-394
Closed -$22K – 4246
2025
Q4 		$22K Buy
+394
New +$21.6K ﹤0.01% 4460

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

Kestra Advisory Services's SOXQ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2026, closing a stake of 394 shares — an estimated $22K sold.

Kestra Advisory Services first reported a position in SOXQ in Q4 2025 and held it in 1 quarter. The position peaked at $22K in Q4 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 394 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $22K.
  • Kestra Advisory Services first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Invesco PHLX Semiconductor ETF position peaked at $22K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.