Corient Private Wealth
SOXQ icon

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

Corient Private Wealth’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 		$5.69M Buy
50,796
+3,000
+6% +$272K 0.01% 852
2026
Q1 		$2.85M Buy
47,796
+21,090
+79% +$1.31M ﹤0.01% 1077
2025
Q4 		$1.49M Buy
26,706
+385
+1% +$21.1K ﹤0.01% 1300
2025
Q3 		$1.32M Buy
26,321
+519
+2% +$23.7K ﹤0.01% 1282
2025
Q2 		$1.13M Buy
25,802
+6,771
+36% +$247K ﹤0.01% 1305
2025
Q1 		$640K Sell
19,031
-1,083
-5% -$41.8K ﹤0.01% 1479
2024
Q4 		$789K Buy
20,114
+734
+4% +$29.5K ﹤0.01% 1418
2024
Q3 		$789K Buy
19,380
+3,959
+26% +$160K ﹤0.01% 1519
2024
Q2 		$664K Buy
15,421
+3,495
+29% +$138K ﹤0.01% 1499
2024
Q1 		$460K Buy
+11,926
New +$425K ﹤0.01% 1676

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

Corient Private Wealth's SOXQ Position: Q2 2026 in Review

Corient Private Wealth increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 6.3% in Q2 2026, buying an estimated $272K and bringing the position to 50,796 shares worth $5.69M. The position accounts for 0.01% of the portfolio, ranked #852.

Corient Private Wealth first reported a position in SOXQ in Q1 2024 and has held it in 10 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Corient Private Wealth held 50,796 shares of Invesco PHLX Semiconductor ETF worth $5.69M as of Q2 2026.
  • Corient Private Wealth bought 3,000 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $272K.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #852 holding.
  • Corient Private Wealth first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.