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Pacific Sun Financial’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Pacific Sun Financial’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 		$1.26M Sell
11,262
-210
-2% -$19K 0.52% 55
2026
Q1 		$685K Buy
11,472
+530
+5% +$32.9K 0.33% 90
2025
Q4 		$610K Buy
10,942
+90
+0.8% +$4.93K 0.29% 100
2025
Q3 		$544K Buy
10,852
+180
+2% +$8.23K 0.26% 112
2025
Q2 		$466K Buy
10,672
+620
+6% +$22.6K 0.24% 121
2025
Q1 		$338K Buy
10,052
+2,795
+39% +$108K 0.19% 142
2024
Q4 		$285K Buy
+7,257
New +$291K 0.16% 151

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

Pacific Sun Financial's SOXQ Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 1.8% in Q2 2026, selling an estimated $19K and leaving 11,262 shares worth $1.26M. The position accounts for 0.52% of the portfolio, ranked #55.

Pacific Sun Financial first reported a position in SOXQ in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Pacific Sun Financial held 11,262 shares of Invesco PHLX Semiconductor ETF worth $1.26M as of Q2 2026.
  • Pacific Sun Financial sold 210 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $19K.
  • Invesco PHLX Semiconductor ETF made up 0.52% of Pacific Sun Financial's portfolio in Q2 2026, its #55 holding.
  • Pacific Sun Financial first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.