Smallwood Wealth Investment Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Smallwood Wealth Investment Management’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	$1.12K	Buy	+10	New	+$906	﹤0.01%	430

Other funds holding SOXQ

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWMGP

Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Smallwood Wealth Investment Management's SOXQ Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 10 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings.

54 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Smallwood Wealth Investment Management held 10 shares of Invesco PHLX Semiconductor ETF worth $1.12K as of Q2 2026.
Invesco PHLX Semiconductor ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #430 holding.
54 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.