TWM
SOXQ icon

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

Topsail Wealth 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
Q1 		$414K Buy
6,930
+25
+0.4% +$1.55K 0.06% 102
2025
Q4 		$385K Buy
6,905
+150
+2% +$8.21K 0.06% 107
2025
Q3 		$339K Hold
6,755
– – 0.06% 113
2025
Q2 		$295K Hold
6,755
– – 0.05% 111
2025
Q1 		$227K Buy
6,755
+210
+3% +$8.11K 0.05% 124
2024
Q4 		$257K Buy
+6,545
New +$263K 0.05% 100

Other funds holding SOXQ

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Topsail Wealth Management's SOXQ Position: Q1 2026 in Review

Topsail Wealth Management increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 0.36% in Q1 2026, buying an estimated $1.55K and bringing the position to 6,930 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #102.

Topsail Wealth Management first reported a position in SOXQ in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Topsail Wealth Management held 6,930 shares of Invesco PHLX Semiconductor ETF worth $414K as of Q1 2026.
  • Topsail Wealth Management bought 25 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $1.55K.
  • Invesco PHLX Semiconductor ETF made up 0.06% of Topsail Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Topsail Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.