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

KPP 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 Q2	$430K	Hold	3,840	–	–	0.05%	251
2026 Q1	$229K	Hold	3,840	–	–	0.03%	319
2025 Q4	$214K	Sell	3,840 -1,111	-22%	-$60.8K	0.03%	315
2025 Q3	$248K	Buy	+4,951	New	+$227K	0.04%	299

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

KPP Advisory Services's SOXQ Position: Q2 2026 in Review

KPP Advisory Services held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q2 2026 at 3,840 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #251.

KPP Advisory Services first reported a position in SOXQ in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

KPP Advisory Services held 3,840 shares of Invesco PHLX Semiconductor ETF worth $430K as of Q2 2026.
KPP Advisory Services left its Invesco PHLX Semiconductor ETF share count unchanged in Q2 2026.
Invesco PHLX Semiconductor ETF made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #251 holding.
KPP Advisory Services first reported a position in Invesco PHLX Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.