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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
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
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 $43.3B AUM 29.3% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Retirement Planning Group (New York)'s SOXQ Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 7.3% in Q1 2026, selling an estimated $19.7K and leaving 4,062 shares worth $242K. The position accounts for 0.16% of the portfolio, ranked #84.

Retirement Planning Group (New York) first reported a position in SOXQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Retirement Planning Group (New York) held 4,062 shares of Invesco PHLX Semiconductor ETF worth $242K as of Q1 2026.
  • Retirement Planning Group (New York) sold 318 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $19.7K.
  • Invesco PHLX Semiconductor ETF made up 0.16% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #84 holding.
  • Retirement Planning Group (New York) first reported a position in Invesco PHLX Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (New York)'s Invesco PHLX Semiconductor ETF position peaked at $244K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.