Sowell Financial Services
SOXQ icon

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

Sowell 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
Q3 		$263K Buy
+2,645
New +$250K 0.01% 932
2025
Q3 		– Sell
-34,376
Closed -$1.5M – 1126
2025
Q2 		$1.5M Buy
+34,376
New +$1.25M 0.06% 323

Other funds holding SOXQ

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Sowell Financial Services's SOXQ Position: Q3 2026 in Review

Sowell Financial Services opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q3 2026: 2,645 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in SOXQ as recently as Q2 2025.

Sowell Financial Services first reported a position in SOXQ in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.5M in Q2 2025. 48 funds tracked by Wall St. Rank hold SOXQ as of Q3 2026.

  • Sowell Financial Services held 2,645 shares of Invesco PHLX Semiconductor ETF worth $263K as of Q3 2026.
  • Invesco PHLX Semiconductor ETF was a new Sowell Financial Services position in Q3 2026.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #932 holding.
  • Sowell Financial Services first reported a position in Invesco PHLX Semiconductor ETF in Q2 2025 and has held it in 2 quarters since.
  • Sowell Financial Services's Invesco PHLX Semiconductor ETF position peaked at $1.5M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.