NewEdge Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

NewEdge 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
2025 Q2	–	Sell	-70	Closed	-$2.37K	–	4142
2025 Q1	$2.37K	Hold	70	–	–	﹤0.01%	3475
2024 Q4	$2.76K	Sell	70 -6,220	-99%	-$250K	﹤0.01%	3389
2024 Q3	$256K	Sell	6,290 -662	-10%	-$26.7K	﹤0.01%	1897
2024 Q2	$300K	Buy	6,952 +1,378	+25%	+$54.4K	﹤0.01%	1722
2024 Q1	$215K	Buy	+5,574	New	+$199K	﹤0.01%	1809

Other funds holding SOXQ

EGA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

NewEdge Advisors's SOXQ Position: Q2 2025 in Review

NewEdge Advisors sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2025, closing a stake of 70 shares — an estimated $2.37K sold.

NewEdge Advisors first reported a position in SOXQ in Q1 2024 and held it in 5 quarters. The position peaked at $300K in Q2 2024. 91 funds tracked by Wall St. Rank hold SOXQ as of Q2 2025.

NewEdge Advisors reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 70 Invesco PHLX Semiconductor ETF shares in Q2 2025, an estimated $2.37K.
NewEdge Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and held it in 5 quarters.
NewEdge Advisors's Invesco PHLX Semiconductor ETF position peaked at $300K in Q2 2024.
91 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.