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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
Q2 		$774K Sell
6,905
-25
-0.4% -$2.26K 0.1% 68
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Topsail Wealth Management's SOXQ Position: Q2 2026 in Review

Topsail Wealth Management reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 0.36% in Q2 2026, selling an estimated $2.26K and leaving 6,905 shares worth $774K. The position accounts for 0.1% of the portfolio, ranked #68.

Topsail Wealth Management first reported a position in SOXQ in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Topsail Wealth Management held 6,905 shares of Invesco PHLX Semiconductor ETF worth $774K as of Q2 2026.
  • Topsail Wealth Management sold 25 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $2.26K.
  • Invesco PHLX Semiconductor ETF made up 0.1% of Topsail Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Topsail Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.