Marshall Investment Management’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Marshall Investment Management’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	$5.33M	Buy	47,555 +5,228	+12%	+$474K	2.21%	16
2026 Q1	$2.53M	Sell	42,327 -4,454	-10%	-$277K	1.21%	30
2025 Q4	$2.61M	Sell	46,781 -10,198	-18%	-$558K	1.31%	28
2025 Q3	$2.86M	Buy	56,979 +46,805	+460%	+$2.14M	1.51%	20
2025 Q2	$444K	Sell	10,174 -101,001	-91%	-$3.68M	2.11%	14
2025 Q1	$3.74M	Sell	111,175 -15,935	-13%	-$615K	2.32%	15
2024 Q4	$5.18M	Buy	+127,110	New	+$5.1M	3.05%	11

Other funds holding SOXQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Marshall Investment Management's SOXQ Position: Q2 2026 in Review

Marshall Investment Management increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 12% in Q2 2026, buying an estimated $474K and bringing the position to 47,555 shares worth $5.33M. The position accounts for 2.21% of the portfolio, ranked #16.

Marshall Investment Management 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.

Marshall Investment Management held 47,555 shares of Invesco PHLX Semiconductor ETF worth $5.33M as of Q2 2026.
Marshall Investment Management bought 5,228 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $474K.
Invesco PHLX Semiconductor ETF made up 2.21% of Marshall Investment Management's portfolio in Q2 2026, its #16 holding.
Marshall Investment Management 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 Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.