Raymond James Financial
SOXQ icon

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

Raymond James 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
Q1 		$2.64M Buy
44,143
+25,982
+143% +$1.61M ﹤0.01% 3134
2025
Q4 		$1.01M Buy
18,161
+3,484
+24% +$191K ﹤0.01% 3761
2025
Q3 		$736K Buy
14,677
+519
+4% +$23.7K ﹤0.01% 3874
2025
Q2 		$618K Sell
14,158
-15,120
-52% -$551K ﹤0.01% 3877
2025
Q1 		$985K Sell
29,278
-695
-2% -$26.8K ﹤0.01% 3505
2024
Q4 		$1.18M Buy
+29,973
New +$1.2M ﹤0.01% 3340

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

Raymond James Financial's SOXQ Position: Q1 2026 in Review

Raymond James Financial increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 143% in Q1 2026, buying an estimated $1.61M and bringing the position to 44,143 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

Raymond James Financial first reported a position in SOXQ in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Raymond James Financial held 44,143 shares of Invesco PHLX Semiconductor ETF worth $2.64M as of Q1 2026.
  • Raymond James Financial bought 25,982 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $1.61M.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3134 holding.
  • Raymond James Financial first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.