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Wealthspire Advisors (New York)’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-160
Closed -$8.02K – 2617
2025
Q3 		$8.02K Buy
+160
New +$7.32K ﹤0.01% 2132

Other funds holding SOXQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Cambridge Investment Research Advisors
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s SOXQ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q4 2025, closing a stake of 160 shares — an estimated $8.02K sold.

Wealthspire Advisors (New York) first reported a position in SOXQ in Q3 2025 and held it in 1 quarter. The position peaked at $8.02K in Q3 2025. 109 funds tracked by Wall St. Rank hold SOXQ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco PHLX Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 160 Invesco PHLX Semiconductor ETF shares in Q4 2025, an estimated $8.02K.
  • Wealthspire Advisors (New York) first reported a position in Invesco PHLX Semiconductor ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco PHLX Semiconductor ETF position peaked at $8.02K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.