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Sigma Planning Corp’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Sigma Planning Corp’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 		$496K Sell
4,424
-106
-2% -$9.6K 0.01% 916
2026
Q1 		$270K Sell
4,530
-497
-10% -$30.9K 0.01% 1095
2025
Q4 		$280K Buy
5,027
+50
+1% +$2.74K 0.01% 1060
2025
Q3 		$249K Sell
4,977
-495
-9% -$22.6K 0.01% 1113
2025
Q2 		$239K Buy
+5,472
New +$199K 0.01% 1095
2025
Q1 		– Sell
-5,311
Closed -$208K – 1274
2024
Q4 		$208K Buy
+5,311
New +$213K 0.01% 1081

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

Sigma Planning Corp's SOXQ Position: Q2 2026 in Review

Sigma Planning Corp reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 2.3% in Q2 2026, selling an estimated $9.6K and leaving 4,424 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #916.

Sigma Planning Corp first reported a position in SOXQ in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Sigma Planning Corp held 4,424 shares of Invesco PHLX Semiconductor ETF worth $496K as of Q2 2026.
  • Sigma Planning Corp sold 106 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $9.6K.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #916 holding.
  • Sigma Planning Corp first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.