Wealth Enhancement Advisory Services
SOXQ icon

Wealth Enhancement Advisory Services’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$366K Buy
+3,684
New +$348K ﹤0.01% 3137

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Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WAM
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's SOXQ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q3 2026: 3,684 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #3137 among its holdings.

17 funds tracked by Wall St. Rank hold SOXQ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,684 shares of Invesco PHLX Semiconductor ETF worth $366K as of Q3 2026.
  • Invesco PHLX Semiconductor ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3137 holding.
  • 17 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.