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Meridian Wealth Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Meridian Wealth Management’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 		$6.24M Buy
55,677
+1,796
+3% +$163K 0.19% 107
2026
Q1 		$3.22M Buy
53,881
+20,729
+63% +$1.29M 0.11% 172
2025
Q4 		$1.85M Buy
+33,152
New +$1.81M 0.07% 240

Other funds holding SOXQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Meridian Wealth Management's SOXQ Position: Q2 2026 in Review

Meridian Wealth Management increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 3.3% in Q2 2026, buying an estimated $163K and bringing the position to 55,677 shares worth $6.24M. The position accounts for 0.19% of the portfolio, ranked #107.

Meridian Wealth Management first reported a position in SOXQ in Q4 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Meridian Wealth Management held 55,677 shares of Invesco PHLX Semiconductor ETF worth $6.24M as of Q2 2026.
  • Meridian Wealth Management bought 1,796 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $163K.
  • Invesco PHLX Semiconductor ETF made up 0.19% of Meridian Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Meridian Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.