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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
Q2 		– Sell
-170
Closed -$10.1K – 2766
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Root Financial Partners's SOXQ Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026, closing a stake of 170 shares — an estimated $10.1K sold.

Root Financial Partners first reported a position in SOXQ in Q4 2025 and held it in 2 quarters. The position peaked at $10.1K in Q1 2026. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 170 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $10.1K.
  • Root Financial Partners first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco PHLX Semiconductor ETF position peaked at $10.1K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.