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Harbour Investments’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Harbour Investments’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 		$88.6K Buy
1,483
+796
+116% +$49.4K ﹤0.01% 2023
2025
Q4 		$38.3K Hold
687
– – ﹤0.01% 2082
2025
Q3 		$34.4K Sell
687
-5
-0.7% -$229 ﹤0.01% 2068
2025
Q2 		$30.2K Hold
692
– – ﹤0.01% 2044
2025
Q1 		$23.3K Sell
692
-276
-29% -$10.7K ﹤0.01% 2125
2024
Q4 		$38K Buy
968
+667
+222% +$26.8K ﹤0.01% 1845
2024
Q3 		$12.3K Buy
301
+300
+30,000% +$12.1K ﹤0.01% 2267
2024
Q2 		$43 Hold
1
– – ﹤0.01% 3245
2024
Q1 		$39 Hold
1
– – ﹤0.01% 3180
2023
Q4 		$33 Hold
1
– – ﹤0.01% 3100
2023
Q3 		$27 Hold
1
– – ﹤0.01% 2961
2023
Q2 		$29 Hold
1
– – ﹤0.01% 2996
2023
Q1 		$25 Sell
1
-252
-100% -$5.88K ﹤0.01% 2972
2022
Q4 		$5.03K Buy
253
+2
+0.8% +$40 ﹤0.01% 2214
2022
Q3 		$5K Hold
251
– – ﹤0.01% 2200
2022
Q2 		$5K Buy
+251
New +$5.83K ﹤0.01% 2200

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

Harbour Investments's SOXQ Position: Q1 2026 in Review

Harbour Investments increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 116% in Q1 2026, buying an estimated $49.4K and bringing the position to 1,483 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Harbour Investments first reported a position in SOXQ in Q2 2022 and has held it in 16 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Harbour Investments held 1,483 shares of Invesco PHLX Semiconductor ETF worth $88.6K as of Q1 2026.
  • Harbour Investments bought 796 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $49.4K.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2023 holding.
  • Harbour Investments first reported a position in Invesco PHLX Semiconductor ETF in Q2 2022 and has held it in 16 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.