Twin Peaks Wealth Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Twin Peaks Wealth Advisors’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	$219K	Sell	1,955 -4,168	-68%	-$378K	0.05%	212
2026 Q1	$366K	Buy	6,123 +125	+2%	+$7.76K	0.09%	126
2025 Q4	$385K	Sell	5,998 -8	-0.1%	-$438	0.11%	122
2025 Q3	$301K	Buy	6,006 +2,758	+85%	+$126K	0.1%	131
2025 Q2	$149K	Buy	+3,248	New	+$118K	0.05%	185

Other funds holding SOXQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's SOXQ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 68% in Q2 2026, selling an estimated $378K and leaving 1,955 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #212.

Twin Peaks Wealth Advisors first reported a position in SOXQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $385K in Q4 2025. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Twin Peaks Wealth Advisors held 1,955 shares of Invesco PHLX Semiconductor ETF worth $219K as of Q2 2026.
Twin Peaks Wealth Advisors sold 4,168 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $378K.
Invesco PHLX Semiconductor ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
Twin Peaks Wealth Advisors's Invesco PHLX Semiconductor ETF position peaked at $385K in Q4 2025.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.