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John Overdeck’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

John Overdeck’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 		$1.74M Sell
15,500
-40,900
-73% -$3.7M ﹤0.01% 3125
2026
Q1 		$3.37M Sell
56,400
-220,900
-80% -$13.7M ﹤0.01% 2345
2025
Q4 		$15.5M Buy
+277,300
New +$15.2M 0.02% 857

Other funds holding SOXQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
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

John Overdeck's SOXQ Position: Q2 2026 in Review

John Overdeck reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 73% in Q2 2026, selling an estimated $3.7M and leaving 15,500 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

John Overdeck first reported a position in SOXQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.5M in Q4 2025. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • John Overdeck held 15,500 shares of Invesco PHLX Semiconductor ETF worth $1.74M as of Q2 2026.
  • John Overdeck sold 40,900 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $3.7M.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3125 holding.
  • John Overdeck first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • John Overdeck's Invesco PHLX Semiconductor ETF position peaked at $15.5M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.