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Retirement Group’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Retirement Group’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
Q1 		$19.3K Hold
501
– – 0.01% 369
2023
Q4 		$16.5K Hold
501
– – 0.01% 371
2023
Q3 		$13.6K Buy
+501
New +$14.2K 0.01% 372

Other funds holding SOXQ

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

Retirement Group's SOXQ Position: Q1 2024 in Review

Retirement Group held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q1 2024 at 501 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #369.

Retirement Group first reported a position in SOXQ in Q3 2023 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold SOXQ as of Q1 2024.

  • Retirement Group held 501 shares of Invesco PHLX Semiconductor ETF worth $19.3K as of Q1 2024.
  • Retirement Group left its Invesco PHLX Semiconductor ETF share count unchanged in Q1 2024.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #369 holding.
  • Retirement Group first reported a position in Invesco PHLX Semiconductor ETF in Q3 2023 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.