Root Financial Partners
SOXQ icon

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
Q3 		$16.9K Buy
+170
New +$16.1K ﹤0.01% 1644
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Bright Futures Wealth Management
Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $338M AUM 49.03% 1-Year Est. Return
Westco Advisory Services
Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Root Financial Partners's SOXQ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q3 2026: 170 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SOXQ as recently as Q1 2026.

Root Financial Partners first reported a position in SOXQ in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold SOXQ as of Q3 2026.

  • Root Financial Partners held 170 shares of Invesco PHLX Semiconductor ETF worth $16.9K as of Q3 2026.
  • Invesco PHLX Semiconductor ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1644 holding.
  • Root Financial Partners first reported a position in Invesco PHLX Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.