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Truvestments Capital’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Truvestments Capital’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 		$2.8K Hold
25
– – ﹤0.01% 986
2026
Q1 		$1.49K Hold
25
– – ﹤0.01% 1025
2025
Q4 		$1.39K Hold
25
– – ﹤0.01% 904
2025
Q3 		$1.25K Hold
25
– – ﹤0.01% 946
2025
Q2 		$1.09K Hold
25
– – ﹤0.01% 875
2025
Q1 		$841 Buy
+25
New +$965 ﹤0.01% 939

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

Truvestments Capital's SOXQ Position: Q2 2026 in Review

Truvestments Capital held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q2 2026 at 25 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Truvestments Capital first reported a position in SOXQ in Q1 2025 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Truvestments Capital held 25 shares of Invesco PHLX Semiconductor ETF worth $2.8K as of Q2 2026.
  • Truvestments Capital left its Invesco PHLX Semiconductor ETF share count unchanged in Q2 2026.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #986 holding.
  • Truvestments Capital first reported a position in Invesco PHLX Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.