WealthShield Partners’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

WealthShield 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	$247K	Buy	2,200 +1,332	+153%	+$121K	0.04%	208
2026 Q1	$51.8K	Buy	868 +118	+16%	+$7.33K	0.01%	442
2025 Q4	$41.8K	Hold	750	–	–	﹤0.01%	446
2025 Q3	$37.6K	Hold	750	–	–	﹤0.01%	443
2025 Q2	$32.7K	Hold	750	–	–	﹤0.01%	441
2025 Q1	$25.2K	Hold	750	–	–	﹤0.01%	447
2024 Q4	$29.4K	Sell	750 -750	-50%	-$30.1K	﹤0.01%	403
2024 Q3	$61.1K	Buy	1,500 +750	+100%	+$30.3K	0.01%	381
2024 Q2	$32.3K	Hold	750	–	–	﹤0.01%	381
2024 Q1	$28.9K	Hold	750	–	–	﹤0.01%	379
2023 Q4	$24.6K	Hold	750	–	–	﹤0.01%	395
2023 Q3	$20.3K	Hold	750	–	–	﹤0.01%	414
2023 Q2	$21.7K	Hold	750	–	–	﹤0.01%	418
2023 Q1	$19.1K	Buy	+750	New	+$17.5K	﹤0.01%	416

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

WealthShield Partners's SOXQ Position: Q2 2026 in Review

WealthShield Partners increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 153% in Q2 2026, buying an estimated $121K and bringing the position to 2,200 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #208.

WealthShield Partners first reported a position in SOXQ in Q1 2023 and has held it in 14 quarters since. 162 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

WealthShield Partners held 2,200 shares of Invesco PHLX Semiconductor ETF worth $247K as of Q2 2026.
WealthShield Partners bought 1,332 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $121K.
Invesco PHLX Semiconductor ETF made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #208 holding.
WealthShield Partners first reported a position in Invesco PHLX Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
162 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.