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HighPoint Advisor Group’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

HighPoint Advisor Group’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 		$1.21M Sell
20,218
-2,565
-11% -$159K 0.05% 261
2025
Q4 		$1.27M Buy
+22,783
New +$1.25M 0.03% 412

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

HighPoint Advisor Group's SOXQ Position: Q1 2026 in Review

HighPoint Advisor Group reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 11% in Q1 2026, selling an estimated $159K and leaving 20,218 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #261.

HighPoint Advisor Group first reported a position in SOXQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.27M in Q4 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • HighPoint Advisor Group held 20,218 shares of Invesco PHLX Semiconductor ETF worth $1.21M as of Q1 2026.
  • HighPoint Advisor Group sold 2,565 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $159K.
  • Invesco PHLX Semiconductor ETF made up 0.05% of HighPoint Advisor Group's portfolio in Q1 2026, its #261 holding.
  • HighPoint Advisor Group first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • HighPoint Advisor Group's Invesco PHLX Semiconductor ETF position peaked at $1.27M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.