Wealthcare Advisory Partners LLC SOXQ — INVESCO EXCH TRADED FD TR II

Ownership history in Wealthcare Advisory Partners LLC  ·  8 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported INVESCO EXCH TRADED FD TR II (SOXQ) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows SOXQ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOXQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SOXQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOXQ stock page Wealthcare Advisory Partners LLC fund profile Wealthcare Advisory Partners LLC full holdings
How Wealthcare Advisory Partners LLC held SOXQ — position size vs. price
% of Fund (quarterly)    SOXQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,600 -1,050 -22.6% 0.00% $215K 2026-04-14 $72.60
2025 Q2 REDUCED 5.5% +14.1% ❌ 4,650 -269 -5.5% 0.00% $203K 2025-07-22 $44.21
2024 Q3 REDUCED 43.3% -2.7% ✅ 4,919 -3,756 -43.3% 0.01% $200K 2024-11-04 $38.79
2024 Q2 ADDED — — — 8,675 +2,235 +34.7% 0.01% $374K 2024-08-12 $37.00
2024 Q1 ADDED — — — 6,440 +140 +2.2% 0.01% $249K 2024-04-15 $36.40
2023 Q4 REDUCED 30.0% +19.0% ❌ 6,300 -2,700 -30.0% 0.01% $207K 2024-02-06 $33.71
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SOXQ

As of 2026 Q1 — sorted by position size

Bright Futures Wealth Management, LLC. 0.53% Hardy Reed LLC 3Y 7Y 0.2% RETIREMENT PLANNING GROUP, LLC / NY 0.16% Huntleigh Advisors, Inc. 0.1% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 0.06% Topsail Wealth Management, LLC 0.06% Capital Investment Advisors, LLC 3Y 7Y 0.04% KPP Advisory Services LLC 0.03% SILVER OAK SECURITIES, INCORPORATED 3Y 0.03% PFG Investments, LLC 0.02%

FAQ About Wealthcare Advisory Partners LLC and SOXQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning SOXQ?

Wealthcare Advisory Partners LLC reported SOXQ across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SOXQ position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for SOXQ was 0.01% in 2024 Q2.

What is the latest reported SOXQ position on this page?

The most recent filing on this page is 2026 Q1, when Wealthcare Advisory Partners LLC reported 3,600 shares, equal to 0.00% of portfolio, with an estimated market value of $215K.

What does the chart on this SOXQ ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly SOXQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealthcare Advisory Partners LLC time their SOXQ position?

Based on 13F filing dates vs. subsequent SOXQ price moves, Wealthcare Advisory Partners LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on SOXQ relative to SPY over the holding period was +12.4%.

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