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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
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Retirement Partners's SOXQ Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 0.82% in Q4 2025, buying an estimated $10.3K and bringing the position to 23,318 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #571.

Global Retirement Partners first reported a position in SOXQ in Q2 2023 and has held it in 10 quarters since. 109 funds tracked by Wall St. Rank hold SOXQ as of Q4 2025.

  • Global Retirement Partners held 23,318 shares of Invesco PHLX Semiconductor ETF worth $1.3M as of Q4 2025.
  • Global Retirement Partners bought 189 Invesco PHLX Semiconductor ETF shares in Q4 2025, an estimated $10.3K.
  • Invesco PHLX Semiconductor ETF made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #571 holding.
  • Global Retirement Partners first reported a position in Invesco PHLX Semiconductor ETF in Q2 2023 and has held it in 10 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.