Jim Simons
SOXQ icon

Jim Simons’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Jim Simons’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 		– Sell
-5,900
Closed -$329K – 3653
2025
Q4 		$329K Buy
+5,900
New +$323K ﹤0.01% 2731
2025
Q2 		– Sell
-12,500
Closed -$421K – 3874
2025
Q1 		$421K Buy
+12,500
New +$483K ﹤0.01% 2811

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 $3.02B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $6.89B AUM 19.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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 $44.6B AUM 28.94% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Jim Simons's SOXQ Position: Q1 2026 in Review

Jim Simons sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2026, closing a stake of 5,900 shares — an estimated $329K sold.

Jim Simons first reported a position in SOXQ in Q1 2025 and held it in 2 quarters. The position peaked at $421K in Q1 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Jim Simons reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 5,900 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $329K.
  • Jim Simons first reported a position in Invesco PHLX Semiconductor ETF in Q1 2025 and held it in 2 quarters.
  • Jim Simons's Invesco PHLX Semiconductor ETF position peaked at $421K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.