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
Q1 		$2.85M Sell
47,796
-5,616
-11% -$349K ﹤0.01% 1077
2025
Q4 		$2.98M Buy
53,412
+27,091
+103% +$1.48M ﹤0.01% 1312
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 $1.66T AUM 25.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Corient Private Wealth's SOXQ Position: Q1 2026 in Review

Corient Private Wealth reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 11% in Q1 2026, selling an estimated $349K and leaving 47,796 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Corient Private Wealth first reported a position in SOXQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.98M in Q4 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Corient Private Wealth held 47,796 shares of Invesco PHLX Semiconductor ETF worth $2.85M as of Q1 2026.
  • Corient Private Wealth sold 5,616 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $349K.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1077 holding.
  • Corient Private Wealth first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
  • Corient Private Wealth's Invesco PHLX Semiconductor ETF position peaked at $2.98M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.