Steward Partners Investment Advisory’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Steward Partners Investment Advisory’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	$597K	Buy	9,992 +40	+0.4%	+$2.48K	﹤0.01%	1424
2025 Q4	$555K	Sell	9,952 -1,500	-13%	-$82.1K	﹤0.01%	1365
2025 Q3	$574K	Hold	11,452	–	–	﹤0.01%	1299
2025 Q2	$500K	Buy	11,452 +1,600	+16%	+$58.3K	﹤0.01%	1301
2025 Q1	$332K	Sell	9,852 -12	-0.1%	-$463	﹤0.01%	1392
2024 Q4	$387K	Buy	9,864 +12	+0.1%	+$482	﹤0.01%	1284
2024 Q3	$401K	Buy	+9,852	New	+$398K	﹤0.01%	1201

Other funds holding SOXQ

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Steward Partners Investment Advisory's SOXQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 0.4% in Q1 2026, buying an estimated $2.48K and bringing the position to 9,992 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Steward Partners Investment Advisory first reported a position in SOXQ in Q3 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

Steward Partners Investment Advisory held 9,992 shares of Invesco PHLX Semiconductor ETF worth $597K as of Q1 2026.
Steward Partners Investment Advisory bought 40 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $2.48K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1424 holding.
Steward Partners Investment Advisory first reported a position in Invesco PHLX Semiconductor ETF in Q3 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.