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Chicago Partners Investment Group’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Chicago Partners Investment Group’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
Q2 		$341K Sell
3,506
-1,232
-26% -$112K 0.01% 1178
2026
Q1 		$369K Hold
4,738
– – 0.01% 1037
2025
Q4 		$297K Buy
+4,738
New +$259K 0.01% 1044

Other funds holding SOXQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

Chicago Partners Investment Group's SOXQ Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 26% in Q2 2026, selling an estimated $112K and leaving 3,506 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1178.

Chicago Partners Investment Group first reported a position in SOXQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $369K in Q1 2026. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Chicago Partners Investment Group held 3,506 shares of Invesco PHLX Semiconductor ETF worth $341K as of Q2 2026.
  • Chicago Partners Investment Group sold 1,232 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $112K.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1178 holding.
  • Chicago Partners Investment Group first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • Chicago Partners Investment Group's Invesco PHLX Semiconductor ETF position peaked at $369K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.