CIBC Private Wealth Group’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

CIBC Private Wealth 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
2025 Q4	$1.34K	Sell	24 -8	-25%	-$438	﹤0.01%	2863
2025 Q3	$1.61K	Hold	32	–	–	﹤0.01%	2759
2025 Q2	$1.4K	Hold	32	–	–	﹤0.01%	2718
2025 Q1	$899	Hold	32	–	–	﹤0.01%	2826
2024 Q4	$1.3K	Hold	32	–	–	﹤0.01%	2762
2024 Q3	$1.3K	Hold	32	–	–	﹤0.01%	2881
2024 Q2	$1.46K	Hold	32	–	–	﹤0.01%	2825
2024 Q1	$1.25K	Buy	+32	New	+$1.14K	﹤0.01%	2838

Other funds holding SOXQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group's SOXQ Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 25% in Q4 2025, selling an estimated $438 and leaving 24 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

CIBC Private Wealth Group first reported a position in SOXQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.61K in Q3 2025. 109 funds tracked by Wall St. Rank hold SOXQ as of Q4 2025.

CIBC Private Wealth Group held 24 shares of Invesco PHLX Semiconductor ETF worth $1.34K as of Q4 2025.
CIBC Private Wealth Group sold 8 Invesco PHLX Semiconductor ETF shares in Q4 2025, an estimated $438.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2863 holding.
CIBC Private Wealth Group first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Invesco PHLX Semiconductor ETF position peaked at $1.61K in Q3 2025.
109 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.