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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
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 $1.66T 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

Sigma Planning Corp's SOXQ Position: Q1 2026 in Review

Sigma Planning Corp reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 9.9% in Q1 2026, selling an estimated $30.9K and leaving 4,530 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #1095.

Sigma Planning Corp first reported a position in SOXQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $280K in Q4 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Sigma Planning Corp held 4,530 shares of Invesco PHLX Semiconductor ETF worth $270K as of Q1 2026.
  • Sigma Planning Corp sold 497 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $30.9K.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1095 holding.
  • Sigma Planning Corp first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and has held it in 5 quarters since.
  • Sigma Planning Corp's Invesco PHLX Semiconductor ETF position peaked at $280K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.