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WBI Investments’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

WBI Investments’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 		$1.14M Buy
10,195
+290
+3% +$26.3K 0.28% 95
2026
Q1 		$591K Sell
9,905
-40,942
-81% -$2.54M 0.16% 170
2025
Q4 		$2.84M Buy
50,847
+4,541
+10% +$249K 0.74% 21
2025
Q3 		$2.32M Buy
46,306
+15,232
+49% +$697K 0.59% 36
2025
Q2 		$1.36M Buy
31,074
+12,848
+70% +$468K 0.35% 82
2025
Q1 		$613K Buy
+18,226
New +$704K 0.16% 135

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

WBI Investments's SOXQ Position: Q2 2026 in Review

WBI Investments increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 2.9% in Q2 2026, buying an estimated $26.3K and bringing the position to 10,195 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #95.

WBI Investments first reported a position in SOXQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2025. 162 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • WBI Investments held 10,195 shares of Invesco PHLX Semiconductor ETF worth $1.14M as of Q2 2026.
  • WBI Investments bought 290 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $26.3K.
  • Invesco PHLX Semiconductor ETF made up 0.28% of WBI Investments's portfolio in Q2 2026, its #95 holding.
  • WBI Investments first reported a position in Invesco PHLX Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
  • WBI Investments's Invesco PHLX Semiconductor ETF position peaked at $2.84M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.