New England Capital Financial Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

New England Capital Financial Advisors’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	–	Sell	-1	Closed	-$51	–	437
2025 Q4	$51	Sell	1 -102	-99%	-$5.58K	﹤0.01%	414
2025 Q3	$5.16K	Hold	103	–	–	﹤0.01%	309
2025 Q2	$4.49K	Hold	103	–	–	﹤0.01%	311
2025 Q1	$3.45K	Buy	103 +1	+1%	+$39	﹤0.01%	292
2024 Q4	$4.02K	Hold	102	–	–	﹤0.01%	287
2024 Q3	$4.16K	Hold	102	–	–	﹤0.01%	282
2024 Q2	$4.4K	Hold	102	–	–	﹤0.01%	278
2024 Q1	$3.93K	Hold	102	–	–	﹤0.01%	282
2023 Q4	$3.34K	Buy	102 +1	+1%	+$29	﹤0.01%	299
2023 Q3	$2.75K	Hold	101	–	–	﹤0.01%	301
2023 Q2	$2.93K	Hold	101	–	–	﹤0.01%	293
2023 Q1	$2.57K	Hold	101	–	–	﹤0.01%	328
2022 Q4	$2.21K	Buy	+101	New	+$2.02K	﹤0.01%	340

Other funds holding SOXQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

New England Capital Financial Advisors's SOXQ Position: Q1 2026 in Review

New England Capital Financial Advisors sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2026, closing a stake of 1 share — an estimated $51 sold.

New England Capital Financial Advisors first reported a position in SOXQ in Q4 2022 and held it in 13 quarters. The position peaked at $5.16K in Q3 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

New England Capital Financial Advisors reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
New England Capital Financial Advisors sold 1 Invesco PHLX Semiconductor ETF share in Q1 2026, an estimated $51.
New England Capital Financial Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q4 2022 and held it in 13 quarters.
New England Capital Financial Advisors's Invesco PHLX Semiconductor ETF position peaked at $5.16K in Q3 2025.
115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.