Burling Wealth Partners
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Burling Wealth Partners’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Burling Wealth 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
Q3 		$2.61M Buy
26,287
+2,161
+9% +$204K 0.37% 62
2026
Q2 		$2.7M Buy
+24,126
New +$2.19M 0.4% 61

Other funds holding SOXQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Burling Wealth Partners's SOXQ Position: Q3 2026 in Review

Burling Wealth Partners increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 9% in Q3 2026, buying an estimated $204K and bringing the position to 26,287 shares worth $2.61M. The position accounts for 0.37% of the portfolio, ranked #62.

Burling Wealth Partners first reported a position in SOXQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.7M in Q2 2026. 133 funds tracked by Wall St. Rank hold SOXQ as of Q3 2026.

  • Burling Wealth Partners held 26,287 shares of Invesco PHLX Semiconductor ETF worth $2.61M as of Q3 2026.
  • Burling Wealth Partners bought 2,161 Invesco PHLX Semiconductor ETF shares in Q3 2026, an estimated $204K.
  • Invesco PHLX Semiconductor ETF made up 0.37% of Burling Wealth Partners's portfolio in Q3 2026, its #62 holding.
  • Burling Wealth Partners first reported a position in Invesco PHLX Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • Burling Wealth Partners's Invesco PHLX Semiconductor ETF position peaked at $2.7M in Q2 2026.
  • 133 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2026.

Based on Burling Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.