U.S. Capital Wealth Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

U.S. Capital 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	$248K	Sell	4,153 -1,204	-22%	-$74.8K	0.01%	884
2025 Q4	$299K	Sell	5,357 -370	-6%	-$20.3K	0.01%	808
2025 Q3	$287K	Sell	5,727 -146	-2%	-$6.68K	0.01%	784
2025 Q2	$256K	Buy	+5,873	New	+$214K	0.01%	765
2025 Q1	–	Sell	-5,860	Closed	-$230K	–	889
2024 Q4	$230K	Buy	5,860 +7	+0.1%	+$281	0.01%	749
2024 Q3	$238K	Sell	5,853 -1,463	-20%	-$59K	0.01%	640
2024 Q2	$315K	Sell	7,316 -794	-10%	-$31.4K	0.01%	558
2024 Q1	$313K	Sell	8,110 -1,041	-11%	-$37.1K	0.01%	558
2023 Q4	$301K	Sell	9,151 -1,088	-11%	-$31.3K	0.01%	553
2023 Q3	$277K	Buy	10,239 +14	+0.1%	+$398	0.01%	536
2023 Q2	$296K	Buy	10,225 +114	+1%	+$2.93K	0.01%	535
2023 Q1	$257K	Buy	10,111 +17	+0.2%	+$396	0.01%	562
2022 Q4	$201K	Sell	10,094 -7	-0.1%	-$140	0.01%	603
2022 Q3	$184K	Buy	+10,101	New	+$217K	0.01%	600

Other funds holding SOXQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

U.S. Capital Wealth Advisors's SOXQ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 22% in Q1 2026, selling an estimated $74.8K and leaving 4,153 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #884.

U.S. Capital Wealth Advisors first reported a position in SOXQ in Q3 2022 and has held it in 14 quarters since. The position peaked at $315K in Q2 2024. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

U.S. Capital Wealth Advisors held 4,153 shares of Invesco PHLX Semiconductor ETF worth $248K as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,204 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $74.8K.
Invesco PHLX Semiconductor ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #884 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q3 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's Invesco PHLX Semiconductor ETF position peaked at $315K in Q2 2024.
115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.