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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
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
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

Twin Peaks Wealth Advisors's SOXQ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 2.1% in Q1 2026, buying an estimated $7.76K and bringing the position to 6,123 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #126.

Twin Peaks Wealth Advisors first reported a position in SOXQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $385K in Q4 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 6,123 shares of Invesco PHLX Semiconductor ETF worth $366K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 125 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $7.76K.
  • Invesco PHLX Semiconductor ETF made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #126 holding.
  • Twin Peaks Wealth Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
  • Twin Peaks Wealth Advisors's Invesco PHLX Semiconductor ETF position peaked at $385K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.