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Key Financial Inc’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Key Financial Inc’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
2025
Q3 		– Sell
-32
Closed -$1.4K – 1493
2025
Q2 		$1.4K Hold
32
– – ﹤0.01% 1233
2025
Q1 		$1.08K Hold
32
– – ﹤0.01% 1225
2024
Q4 		$1.25K Hold
32
– – ﹤0.01% 1204
2024
Q3 		$1.3K Hold
32
– – ﹤0.01% 1160
2024
Q2 		$1.38K Buy
+32
New +$1.26K ﹤0.01% 1145

Other funds holding SOXQ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

Key Financial Inc's SOXQ Position: Q3 2025 in Review

Key Financial Inc sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q3 2025, closing a stake of 32 shares — an estimated $1.4K sold.

Key Financial Inc first reported a position in SOXQ in Q2 2024 and held it in 5 quarters. The position peaked at $1.4K in Q2 2025. 96 funds tracked by Wall St. Rank hold SOXQ as of Q3 2025.

  • Key Financial Inc reported no remaining Invesco PHLX Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 32 Invesco PHLX Semiconductor ETF shares in Q3 2025, an estimated $1.4K.
  • Key Financial Inc first reported a position in Invesco PHLX Semiconductor ETF in Q2 2024 and held it in 5 quarters.
  • Key Financial Inc's Invesco PHLX Semiconductor ETF position peaked at $1.4K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.