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
Q2 		$44.5M Buy
396,580
+81,869
+26% +$7.42M 0.01% 1070
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 $1.89T AUM 35.08% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial's SOXQ Position: Q2 2026 in Review

LPL Financial increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 26% in Q2 2026, buying an estimated $7.42M and bringing the position to 396,580 shares worth $44.5M. The position accounts for 0.01% of the portfolio, ranked #1070.

LPL Financial first reported a position in SOXQ in Q2 2022 and has held it in 17 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • LPL Financial held 396,580 shares of Invesco PHLX Semiconductor ETF worth $44.5M as of Q2 2026.
  • LPL Financial bought 81,869 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $7.42M.
  • Invesco PHLX Semiconductor ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1070 holding.
  • LPL Financial first reported a position in Invesco PHLX Semiconductor ETF in Q2 2022 and has held it in 17 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.