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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
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 $1.66T AUM 25.57% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Meridian Wealth Management's SOXQ Position: Q1 2026 in Review

Meridian Wealth Management increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 63% in Q1 2026, buying an estimated $1.29M and bringing the position to 53,881 shares worth $3.22M. The position accounts for 0.11% of the portfolio, ranked #172.

Meridian Wealth Management first reported a position in SOXQ in Q4 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Meridian Wealth Management held 53,881 shares of Invesco PHLX Semiconductor ETF worth $3.22M as of Q1 2026.
  • Meridian Wealth Management bought 20,729 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $1.29M.
  • Invesco PHLX Semiconductor ETF made up 0.11% of Meridian Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Meridian Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.