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Meitav Investment House’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Meitav Investment House’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 		$5.69M Buy
95,370
+2,300
+2% +$143K 0.06% 93
2025
Q4 		$5.19M Sell
93,070
-13,780
-13% -$754K 0.06% 96
2025
Q3 		$5.36M Sell
106,850
-3,370
-3% -$154K 0.07% 93
2025
Q2 		$4.81M Buy
+110,220
New +$4.02M 0.06% 92
2025
Q1 		– Sell
-9,200
Closed -$361K – 245
2024
Q4 		$361K Sell
9,200
-11,850
-56% -$476K 0.01% 189
2024
Q3 		$835K Sell
21,050
-32,070
-60% -$1.29M 0.01% 152
2024
Q2 		$2.27M Sell
53,120
-56,130
-51% -$2.22M 0.04% 114
2024
Q1 		$4.22M Buy
109,250
+75,310
+222% +$2.69M 0.08% 91
2023
Q4 		$1.13M Buy
+33,940
New +$976K 0.02% 191
2023
Q3 		– Sell
-4,500
Closed -$128K – 489
2023
Q2 		$128K Buy
+4,500
New +$116K ﹤0.01% 374
2022
Q2 		– Sell
-11,510
Closed -$311K – 382
2022
Q1 		$311K Sell
11,510
-10,890
-49% -$299K ﹤0.01% 340
2021
Q4 		$698K Buy
22,400
+11,600
+107% +$335K 0.01% 286
2021
Q3 		$278K Buy
+10,800
New +$285K ﹤0.01% 355

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

Meitav Investment House's SOXQ Position: Q1 2026 in Review

Meitav Investment House increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 2.5% in Q1 2026, buying an estimated $143K and bringing the position to 95,370 shares worth $5.69M. The position accounts for 0.06% of the portfolio, ranked #93.

Meitav Investment House first reported a position in SOXQ in Q3 2021 and has held it in 13 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Meitav Investment House held 95,370 shares of Invesco PHLX Semiconductor ETF worth $5.69M as of Q1 2026.
  • Meitav Investment House bought 2,300 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $143K.
  • Invesco PHLX Semiconductor ETF made up 0.06% of Meitav Investment House's portfolio in Q1 2026, its #93 holding.
  • Meitav Investment House first reported a position in Invesco PHLX Semiconductor ETF in Q3 2021 and has held it in 13 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.