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Steward Partners Investment Solutions’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$380K Buy
+9,852
New +$351K 0.06% 185

Other funds holding SOXQ

EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return

Steward Partners Investment Solutions's SOXQ Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2024: 9,852 shares worth $380K. The stake represents 0.06% of the portfolio and ranks #185 among its holdings.

76 funds tracked by Wall St. Rank hold SOXQ as of Q1 2024.

  • Steward Partners Investment Solutions held 9,852 shares of Invesco PHLX Semiconductor ETF worth $380K as of Q1 2024.
  • Invesco PHLX Semiconductor ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • Invesco PHLX Semiconductor ETF made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #185 holding.
  • 76 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.