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

Tradition 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
2023
Q4 		– Sell
-329
Closed -$9K – 1359
2023
Q3 		$9K Buy
+329
New +$9.35K ﹤0.01% 1044

Other funds holding SOXQ

EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Tradition Wealth Management's SOXQ Position: Q4 2023 in Review

Tradition Wealth Management sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q4 2023, closing a stake of 329 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in SOXQ in Q3 2023 and held it in 1 quarter. The position peaked at $9K in Q3 2023. 41 funds tracked by Wall St. Rank hold SOXQ as of Q4 2023.

  • Tradition Wealth Management reported no remaining Invesco PHLX Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 329 Invesco PHLX Semiconductor ETF shares in Q4 2023, an estimated $9K.
  • Tradition Wealth Management first reported a position in Invesco PHLX Semiconductor ETF in Q3 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Invesco PHLX Semiconductor ETF position peaked at $9K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.