Capital Investment Advisors, LLC: SOXQ position timeline

Capital Investment Advisors, LLC held 50,982 SOXQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 50,982 shares

   Change vs previous 13F +8,924 shares

   0.08% of the 13F portfolio, value $5,715,067.

   13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F/A 42,058 shares

   Change vs previous 13F +723 shares

   0.04% of the 13F portfolio, value $2,510,887.

   13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 41,335 shares

   Change vs previous 13F +619 shares

   0.04% of the 13F portfolio, value $2,305,277.

   13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 40,716 shares

   Change vs previous 13F +2,521 shares

   0.03% of the 13F portfolio, value $2,040,691.

   13F-HR 0001062993-25-016276 filed by Capital Investment Advisors, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 38,195 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $1,667,600.

   13F-HR/A 0001062993-25-012960 filed by Capital Investment Advisors, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).