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

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

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. 163 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.
163 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.