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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
Q2 		$5.52K Buy
49
+22
+81% +$1.99K ﹤0.01% 2725
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 $1.89T 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

Larson Financial Group's SOXQ Position: Q2 2026 in Review

Larson Financial Group increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 81% in Q2 2026, buying an estimated $1.99K and bringing the position to 49 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Larson Financial Group first reported a position in SOXQ in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Larson Financial Group held 49 shares of Invesco PHLX Semiconductor ETF worth $5.52K as of Q2 2026.
  • Larson Financial Group bought 22 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $1.99K.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2725 holding.
  • Larson Financial Group first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.