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Prospera Financial Services’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Prospera Financial Services’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 		$1.11M Sell
9,926
-140
-1% -$12.7K 0.02% 720
2026
Q1 		$601K Buy
10,066
+176
+2% +$10.9K 0.01% 925
2025
Q4 		$552K Sell
9,890
-206
-2% -$11.3K 0.01% 891
2025
Q3 		$506K Buy
10,096
+999
+11% +$45.7K 0.01% 930
2025
Q2 		$397K Buy
+9,097
New +$332K 0.01% 993

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

Prospera Financial Services's SOXQ Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 1.4% in Q2 2026, selling an estimated $12.7K and leaving 9,926 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #720.

Prospera Financial Services first reported a position in SOXQ in Q2 2025 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Prospera Financial Services held 9,926 shares of Invesco PHLX Semiconductor ETF worth $1.11M as of Q2 2026.
  • Prospera Financial Services sold 140 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $12.7K.
  • Invesco PHLX Semiconductor ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #720 holding.
  • Prospera Financial Services first reported a position in Invesco PHLX Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.