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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
Q2 		$1.66M Buy
+14,792
New +$1.34M 0.62% 58
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 $1.89T 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

Retirement Guys Formula's SOXQ Position: Q2 2026 in Review

Retirement Guys Formula opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 14,792 shares worth $1.66M. The stake represents 0.62% of the portfolio and ranks #58 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in SOXQ as recently as Q4 2025.

Retirement Guys Formula first reported a position in SOXQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.46M in Q2 2025. 162 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Retirement Guys Formula held 14,792 shares of Invesco PHLX Semiconductor ETF worth $1.66M as of Q2 2026.
  • Invesco PHLX Semiconductor ETF was a new Retirement Guys Formula position in Q2 2026.
  • Invesco PHLX Semiconductor ETF made up 0.62% of Retirement Guys Formula's portfolio in Q2 2026, its #58 holding.
  • Retirement Guys Formula first reported a position in Invesco PHLX Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
  • Retirement Guys Formula's Invesco PHLX Semiconductor ETF position peaked at $5.46M in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.