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Principal Securities’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Principal Securities’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
2024
Q3 		– Sell
-44
Closed -$1.9K – 3532
2024
Q2 		$1.9K Buy
44
+8
+22% +$316 ﹤0.01% 2928
2024
Q1 		$1.39K Buy
+36
New +$1.28K ﹤0.01% 2962

Other funds holding SOXQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return

Principal Securities's SOXQ Position: Q3 2024 in Review

Principal Securities sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q3 2024, closing a stake of 44 shares — an estimated $1.9K sold.

Principal Securities first reported a position in SOXQ in Q1 2024 and held it in 2 quarters. The position peaked at $1.9K in Q2 2024. 83 funds tracked by Wall St. Rank hold SOXQ as of Q3 2024.

  • Principal Securities reported no remaining Invesco PHLX Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 44 Invesco PHLX Semiconductor ETF shares in Q3 2024, an estimated $1.9K.
  • Principal Securities first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and held it in 2 quarters.
  • Principal Securities's Invesco PHLX Semiconductor ETF position peaked at $1.9K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.