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Larson Financial Group’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Larson Financial 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 		$1.62K Buy
27
+2
+8% +$124 ﹤0.01% 3019
2025
Q4 		$1.4K Hold
25
– – ﹤0.01% 2857
2025
Q3 		$1.26K Hold
25
– – ﹤0.01% 2853
2025
Q2 		$1.1K Hold
25
– – ﹤0.01% 2625
2025
Q1 		$843 Hold
25
– – ﹤0.01% 2432
2024
Q4 		$981 Buy
+25
New +$1K ﹤0.01% 2050

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

Larson Financial Group's SOXQ Position: Q1 2026 in Review

Larson Financial Group increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 8% in Q1 2026, buying an estimated $124 and bringing the position to 27 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Larson Financial Group first reported a position in SOXQ in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Larson Financial Group held 27 shares of Invesco PHLX Semiconductor ETF worth $1.62K as of Q1 2026.
  • Larson Financial Group bought 2 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $124.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3019 holding.
  • Larson Financial Group first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.