Retirement Planning Group (New York)’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Retirement Planning Group (New York)’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 Q2	$456K	Buy	4,064 +2	+0%	+$181	0.25%	63
2026 Q1	$242K	Sell	4,062 -318	-7%	-$19.7K	0.16%	84
2025 Q4	$244K	Sell	4,380 -32	-0.7%	-$1.75K	0.17%	80
2025 Q3	$221K	Buy	+4,412	New	+$202K	0.17%	81

Other funds holding SOXQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Retirement Planning Group (New York)'s SOXQ Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 0.05% in Q2 2026, buying an estimated $181 and bringing the position to 4,064 shares worth $456K. The position accounts for 0.25% of the portfolio, ranked #63.

Retirement Planning Group (New York) first reported a position in SOXQ in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Retirement Planning Group (New York) held 4,064 shares of Invesco PHLX Semiconductor ETF worth $456K as of Q2 2026.
Retirement Planning Group (New York) bought 2 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $181.
Invesco PHLX Semiconductor ETF made up 0.25% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #63 holding.
Retirement Planning Group (New York) first reported a position in Invesco PHLX Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.