CX Institutional’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

CX Institutional’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	$30K	Hold	271	–	–	﹤0.01%	1081
2026 Q1	$16K	Hold	271	–	–	﹤0.01%	1187
2025 Q4	$15K	Buy	271 +1	+0.4%	+$55	﹤0.01%	1142
2025 Q3	$14K	Buy	+270	New	+$12.4K	﹤0.01%	1156

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

CX Institutional's SOXQ Position: Q2 2026 in Review

CX Institutional held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q2 2026 at 271 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

CX Institutional first reported a position in SOXQ in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

CX Institutional held 271 shares of Invesco PHLX Semiconductor ETF worth $30K as of Q2 2026.
CX Institutional left its Invesco PHLX Semiconductor ETF share count unchanged in Q2 2026.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1081 holding.
CX Institutional first reported a position in Invesco PHLX Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.