Raymond James Financial Services Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Raymond James Financial Services Advisors’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	$1.2M	Buy	29,384 +15,229	+108%	+$615K	﹤0.01%	2046
2024 Q2	$610K	Buy	14,155 +3,528	+33%	+$139K	﹤0.01%	2390
2024 Q1	$410K	Buy	10,627 +828	+8%	+$29.5K	﹤0.01%	2660
2023 Q4	$322K	Buy	+9,799	New	+$282K	﹤0.01%	2687

Other funds holding SOXQ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return

Raymond James Financial Services Advisors's SOXQ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 108% in Q3 2024, buying an estimated $615K and bringing the position to 29,384 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Raymond James Financial Services Advisors first reported a position in SOXQ in Q4 2023 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold SOXQ as of Q3 2024.

Raymond James Financial Services Advisors held 29,384 shares of Invesco PHLX Semiconductor ETF worth $1.2M as of Q3 2024.
Raymond James Financial Services Advisors bought 15,229 Invesco PHLX Semiconductor ETF shares in Q3 2024, an estimated $615K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2046 holding.
Raymond James Financial Services Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q4 2023 and has held it in 4 quarters since.
83 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.