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Retirement Guys Formula’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Retirement Guys Formula’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
-16,352
Closed -$912K – 181
2025
Q4 		$912K Sell
16,352
-70,743
-81% -$3.87M 0.42% 94
2025
Q3 		$4.37M Sell
87,095
-37,972
-30% -$1.74M 1.54% 12
2025
Q2 		$5.46M Buy
+125,067
New +$4.56M 2.07% 7

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

Retirement Guys Formula's SOXQ Position: Q1 2026 in Review

Retirement Guys Formula sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2026, closing a stake of 16,352 shares — an estimated $912K sold.

Retirement Guys Formula first reported a position in SOXQ in Q2 2025 and held it in 3 quarters. The position peaked at $5.46M in Q2 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Retirement Guys Formula reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 16,352 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $912K.
  • Retirement Guys Formula first reported a position in Invesco PHLX Semiconductor ETF in Q2 2025 and held it in 3 quarters.
  • Retirement Guys Formula's Invesco PHLX Semiconductor ETF position peaked at $5.46M in Q2 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.