Global Retirement Partners’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Global Retirement Partners’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	$2.87M	Buy	+25,606	New	+$2.32M	0.04%	378
2025 Q4	$1.3M	Buy	23,318 +189	+0.8%	+$10.3K	0.02%	571
2025 Q3	$1.16M	Buy	23,129 +579	+3%	+$26.5K	0.03%	503
2025 Q2	$985K	Buy	+22,550	New	+$822K	0.02%	516
2024 Q4	$313K	Sell	7,973 -430	-5%	-$17.3K	0.01%	782
2024 Q3	$342K	Buy	8,403 +1,369	+19%	+$55.2K	0.01%	746
2024 Q2	$303K	Buy	7,034 +653	+10%	+$25.8K	0.01%	737
2024 Q1	$246K	Buy	6,381 +1,836	+40%	+$65.5K	0.01%	721
2023 Q4	$147K	Buy	4,545 +1,537	+51%	+$44.2K	0.01%	876
2023 Q3	$81K	Sell	3,008 -957	-24%	-$27.2K	﹤0.01%	1020
2023 Q2	$115K	Buy	+3,965	New	+$102K	0.01%	887

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

Global Retirement Partners's SOXQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026: 25,606 shares worth $2.87M. The stake represents 0.04% of the portfolio and ranks #378 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SOXQ as recently as Q4 2025.

Global Retirement Partners first reported a position in SOXQ in Q2 2023 and has held it in 11 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Global Retirement Partners held 25,606 shares of Invesco PHLX Semiconductor ETF worth $2.87M as of Q2 2026.
Invesco PHLX Semiconductor ETF was a new Global Retirement Partners position in Q2 2026.
Invesco PHLX Semiconductor ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #378 holding.
Global Retirement Partners first reported a position in Invesco PHLX Semiconductor ETF in Q2 2023 and has held it in 11 quarters since.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.