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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
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 $1.66T 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

Pacific Sun Financial's SOXQ Position: Q1 2026 in Review

Pacific Sun Financial increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 4.8% in Q1 2026, buying an estimated $32.9K and bringing the position to 11,472 shares worth $685K. The position accounts for 0.33% of the portfolio, ranked #90.

Pacific Sun Financial first reported a position in SOXQ in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Pacific Sun Financial held 11,472 shares of Invesco PHLX Semiconductor ETF worth $685K as of Q1 2026.
  • Pacific Sun Financial bought 530 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $32.9K.
  • Invesco PHLX Semiconductor ETF made up 0.33% of Pacific Sun Financial's portfolio in Q1 2026, its #90 holding.
  • Pacific Sun Financial first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.