SOXQInvesco PHLX Semiconductor ETF
SOXQ Fund Description
SOXQ tracks a modified market-cap-weighted index of 30 US-listed semiconductor companies.
SOXQ Factset Analytics Insight
SOXQ is a concentrated portfolio that provides capped exposure to the 30 largest US-listed companies involved in the design, distribution, manufacturing and sale of semiconductors. It might be worth noting that the fund has a slightly broader definition of the US semiconductor industry—its selection universe also includes foreign companies with ADR listings. To be eligible for the index, companies must meet investability and liquidity requirements, including a minimum market-cap of $100 million. SOXQ’s index employs a modified market-cap-weighting scheme, which caps weights of the top five securities at 8% and the remaining securities at 4%. The index is reconstituted annually and rebalances on a quarterly basis.
SOXQ Summary Data
SOXQ Portfolio Data
SOXQ Index Data
SOXQ Portfolio Management
SOXQ Tax Exposures
SOXQ Fund Structure
SOXQ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SOXQ. SOXQ is rated a 5 out of 5.
SOXQ Sector/Industry Breakdown
SOXQ Economic Development
SOXQ Performance Statistics
SOXQ Benchmark Comparison Summary
SOXQ Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.