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SOXQ icon

Equitable Holdings’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Equitable Holdings’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 		$789K Buy
14,146
+1,918
+16% +$119K 0.01% 1067
2025
Q4 		$682K Buy
12,228
+2,164
+22% +$118K ﹤0.01% 1005
2025
Q3 		$504K Buy
10,064
+434
+5% +$19.9K ﹤0.01% 1071
2025
Q2 		$420K Sell
9,630
-2,292
-19% -$83.6K ﹤0.01% 1063
2025
Q1 		$401K Buy
11,922
+1,213
+11% +$46.8K ﹤0.01% 988
2024
Q4 		$420K Sell
10,709
-243
-2% -$9.75K ﹤0.01% 925
2024
Q3 		$446K Buy
10,952
+1,514
+16% +$61.1K ﹤0.01% 905
2024
Q2 		$407K Buy
9,438
+1,291
+16% +$51K ﹤0.01% 892
2024
Q1 		$314K Buy
8,147
+2,008
+33% +$71.6K ﹤0.01% 944
2023
Q4 		$202K Buy
+6,139
New +$177K ﹤0.01% 1071

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

Equitable Holdings's SOXQ Position: Q1 2026 in Review

Equitable Holdings increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 16% in Q1 2026, buying an estimated $119K and bringing the position to 14,146 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #1067.

Equitable Holdings first reported a position in SOXQ in Q4 2023 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Equitable Holdings held 14,146 shares of Invesco PHLX Semiconductor ETF worth $789K as of Q1 2026.
  • Equitable Holdings bought 1,918 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $119K.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1067 holding.
  • Equitable Holdings first reported a position in Invesco PHLX Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.