LPL Financial
SOXQ icon

LPL Financial’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

LPL Financial’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 		$18.8M Buy
314,711
+9,515
+3% +$591K 0.01% 1510
2025
Q4 		$17M Buy
305,196
+10,471
+4% +$573K ﹤0.01% 1511
2025
Q3 		$14.8M Sell
294,725
-24,232
-8% -$1.11M ﹤0.01% 1571
2025
Q2 		$13.9M Sell
318,957
-40,267
-11% -$1.47M ﹤0.01% 1487
2025
Q1 		$12.1M Sell
359,224
-53,128
-13% -$2.05M ﹤0.01% 1477
2024
Q4 		$16.2M Buy
412,352
+34,376
+9% +$1.38M 0.01% 1210
2024
Q3 		$15.4M Buy
377,976
+107,743
+40% +$4.35M 0.01% 1187
2024
Q2 		$11.6M Buy
270,233
+122,585
+83% +$4.84M 0.01% 1277
2024
Q1 		$5.7M Buy
147,648
+73,079
+98% +$2.61M ﹤0.01% 1680
2023
Q4 		$2.45M Buy
74,569
+6,142
+9% +$177K ﹤0.01% 2240
2023
Q3 		$1.85M Buy
68,427
+1,646
+2% +$46.8K ﹤0.01% 2362
2023
Q2 		$1.93M Sell
66,781
-110,724
-62% -$2.84M ﹤0.01% 2285
2023
Q1 		$4.52M Sell
177,505
-254,091
-59% -$5.92M ﹤0.01% 1579
2022
Q4 		$8.59M Buy
431,596
+390,884
+960% +$7.81M 0.01% 1114
2022
Q3 		$741K Buy
40,712
+22,497
+124% +$484K ﹤0.01% 2782
2022
Q2 		$367K Buy
+18,215
New +$423K ﹤0.01% 3458

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
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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial's SOXQ Position: Q1 2026 in Review

LPL Financial increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 3.1% in Q1 2026, buying an estimated $591K and bringing the position to 314,711 shares worth $18.8M. The position accounts for 0.01% of the portfolio, ranked #1510.

LPL Financial first reported a position in SOXQ in Q2 2022 and has held it in 16 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • LPL Financial held 314,711 shares of Invesco PHLX Semiconductor ETF worth $18.8M as of Q1 2026.
  • LPL Financial bought 9,515 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $591K.
  • Invesco PHLX Semiconductor ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1510 holding.
  • LPL Financial first reported a position in Invesco PHLX Semiconductor ETF in Q2 2022 and has held it in 16 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.