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 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 $1.66T AUM 25.57% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

WealthShield Partners's SOXQ Position: Q1 2026 in Review

WealthShield Partners increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 16% in Q1 2026, buying an estimated $7.33K and bringing the position to 868 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #442.

WealthShield Partners first reported a position in SOXQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $61.1K in Q3 2024. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

WealthShield Partners held 868 shares of Invesco PHLX Semiconductor ETF worth $51.8K as of Q1 2026.
WealthShield Partners bought 118 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $7.33K.
Invesco PHLX Semiconductor ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #442 holding.
WealthShield Partners first reported a position in Invesco PHLX Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
WealthShield Partners's Invesco PHLX Semiconductor ETF position peaked at $61.1K in Q3 2024.
115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.