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Root Financial Partners’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Root Financial Partners’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 		$10.1K Hold
170
– – ﹤0.01% 1681
2025
Q4 		$9.48K Buy
+170
New +$9.3K ﹤0.01% 1515

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

Root Financial Partners's SOXQ Position: Q1 2026 in Review

Root Financial Partners held its Invesco PHLX Semiconductor ETF (SOXQ) position steady in Q1 2026 at 170 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Root Financial Partners first reported a position in SOXQ in Q4 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Root Financial Partners held 170 shares of Invesco PHLX Semiconductor ETF worth $10.1K as of Q1 2026.
  • Root Financial Partners left its Invesco PHLX Semiconductor ETF share count unchanged in Q1 2026.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1681 holding.
  • Root Financial Partners first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.