Concurrent Investment Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Concurrent Investment Advisors’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	$217K	Buy	+1,932	New	+$175K	﹤0.01%	1902

Other funds holding SOXQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Concurrent Investment Advisors's SOXQ Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 1,932 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1902 among its holdings.

163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Concurrent Investment Advisors held 1,932 shares of Invesco PHLX Semiconductor ETF worth $217K as of Q2 2026.
Invesco PHLX Semiconductor ETF was a new Concurrent Investment Advisors position in Q2 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1902 holding.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.