L.M. Kohn & Company’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

L.M. Kohn & Company’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
2024 Q3	–	Sell	-7,325	Closed	-$316K	–	306
2024 Q2	$316K	Sell	7,325 -3,360	-31%	-$133K	0.09%	198
2024 Q1	$412K	Buy	10,685 +10	+0.1%	+$357	0.12%	164
2023 Q4	$351K	Hold	10,675	–	–	0.11%	161
2023 Q3	$289K	Buy	10,675 +2,000	+23%	+$56.8K	0.11%	174
2023 Q2	$251K	Buy	+8,675	New	+$223K	0.09%	188

Other funds holding SOXQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return

L.M. Kohn & Company's SOXQ Position: Q3 2024 in Review

L.M. Kohn & Company sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q3 2024, closing a stake of 7,325 shares — an estimated $316K sold.

L.M. Kohn & Company first reported a position in SOXQ in Q2 2023 and held it in 5 quarters. The position peaked at $412K in Q1 2024. 83 funds tracked by Wall St. Rank hold SOXQ as of Q3 2024.

L.M. Kohn & Company reported no remaining Invesco PHLX Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
L.M. Kohn & Company sold 7,325 Invesco PHLX Semiconductor ETF shares in Q3 2024, an estimated $316K.
L.M. Kohn & Company first reported a position in Invesco PHLX Semiconductor ETF in Q2 2023 and held it in 5 quarters.
L.M. Kohn & Company's Invesco PHLX Semiconductor ETF position peaked at $412K in Q1 2024.
83 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.