Wealthcare Advisory Partners’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Wealthcare Advisory Partners’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	$621K	Buy	5,542 +1,942	+54%	+$176K	0.01%	650
2026 Q1	$215K	Buy	+3,600	New	+$224K	﹤0.01%	998
2025 Q3	–	Sell	-4,650	Closed	-$203K	–	1050
2025 Q2	$203K	Buy	+4,650	New	+$170K	﹤0.01%	931
2024 Q4	–	Sell	-4,919	Closed	-$200K	–	925
2024 Q3	$200K	Sell	4,919 -3,756	-43%	-$152K	0.01%	840
2024 Q2	$374K	Buy	8,675 +2,235	+35%	+$88.3K	0.01%	603
2024 Q1	$249K	Buy	6,440 +140	+2%	+$4.99K	0.01%	723
2023 Q4	$207K	Buy	+6,300	New	+$181K	0.01%	713
2023 Q3	–	Sell	-9,000	Closed	-$260K	–	740
2023 Q2	$260K	Sell	9,000 -3,550	-28%	-$91.2K	0.01%	610
2023 Q1	$319K	Buy	+12,550	New	+$293K	0.01%	562

Other funds holding SOXQ

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners's SOXQ Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 54% in Q2 2026, buying an estimated $176K and bringing the position to 5,542 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #650.

Wealthcare Advisory Partners first reported a position in SOXQ in Q1 2023 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Wealthcare Advisory Partners held 5,542 shares of Invesco PHLX Semiconductor ETF worth $621K as of Q2 2026.
Wealthcare Advisory Partners bought 1,942 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $176K.
Invesco PHLX Semiconductor ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #650 holding.
Wealthcare Advisory Partners first reported a position in Invesco PHLX Semiconductor ETF in Q1 2023 and has held it in 9 quarters since.
18 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.