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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$500K	Buy	11,452 +1,600	+16%	+$69.9K	﹤0.01%	1301
2025 Q1	$332K	Sell	9,852 -12	-0.1%	-$404	﹤0.01%	1392
2024 Q4	$387K	Buy	9,864 +12	+0.1%	+$471	﹤0.01%	1284
2024 Q3	$401K	Buy	+9,852	New	+$401K	﹤0.01%	1201