CX Institutional
SOXQ icon

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
Q3 		$27K Hold
271
– – ﹤0.01% 1168
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $338M AUM 49.03% 1-Year Est. Return
WAS
Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

CX Institutional's SOXQ Position: Q3 2026 in Review

CX Institutional held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q3 2026 at 271 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

CX Institutional first reported a position in SOXQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $30K in Q2 2026. 17 funds tracked by Wall St. Rank hold SOXQ as of Q3 2026.

  • CX Institutional held 271 shares of Invesco PHLX Semiconductor ETF worth $27K as of Q3 2026.
  • CX Institutional left its Invesco PHLX Semiconductor ETF share count unchanged in Q3 2026.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1168 holding.
  • CX Institutional first reported a position in Invesco PHLX Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Invesco PHLX Semiconductor ETF position peaked at $30K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.