VestGen Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

VestGen 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	$9M	Sell	80,306 -140	-0.2%	-$12.7K	0.26%	85
2026 Q1	$7.42M	Buy	80,446 +4,207	+6%	+$261K	0.2%	107
2025 Q4	$4.25M	Buy	76,239 +60,334	+379%	+$3.3M	0.18%	123
2025 Q3	$797K	Buy	+15,905	New	+$728K	0.03%	403

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

VestGen Advisors's SOXQ Position: Q2 2026 in Review

VestGen Advisors reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 0.17% in Q2 2026, selling an estimated $12.7K and leaving 80,306 shares worth $9M. The position accounts for 0.26% of the portfolio, ranked #85.

VestGen Advisors first reported a position in SOXQ in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

VestGen Advisors held 80,306 shares of Invesco PHLX Semiconductor ETF worth $9M as of Q2 2026.
VestGen Advisors sold 140 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $12.7K.
Invesco PHLX Semiconductor ETF made up 0.26% of VestGen Advisors's portfolio in Q2 2026, its #85 holding.
VestGen Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.