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

Mark Sheptoff 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
2023
Q3 		– Sell
-6,801
Closed -$197K – 403
2023
Q2 		$197K Buy
+6,801
New +$175K 0.11% 95

Other funds holding SOXQ

EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Mark Sheptoff Financial Planning's SOXQ Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q3 2023, closing a stake of 6,801 shares — an estimated $197K sold.

Mark Sheptoff Financial Planning first reported a position in SOXQ in Q2 2023 and held it in 1 quarter. The position peaked at $197K in Q2 2023. 38 funds tracked by Wall St. Rank hold SOXQ as of Q3 2023.

  • Mark Sheptoff Financial Planning reported no remaining Invesco PHLX Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 6,801 Invesco PHLX Semiconductor ETF shares in Q3 2023, an estimated $197K.
  • Mark Sheptoff Financial Planning first reported a position in Invesco PHLX Semiconductor ETF in Q2 2023 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Invesco PHLX Semiconductor ETF position peaked at $197K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.