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Summit Securities Group’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-1
Closed -$39 – 1078
2024
Q4 		$39 Buy
+1
New +$40 ﹤0.01% 589

Other funds holding SOXQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

Summit Securities Group's SOXQ Position: Q1 2025 in Review

Summit Securities Group sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q1 2025, closing a stake of 1 share — an estimated $39 sold.

Summit Securities Group first reported a position in SOXQ in Q4 2024 and held it in 1 quarter. The position peaked at $39 in Q4 2024. 83 funds tracked by Wall St. Rank hold SOXQ as of Q1 2025.

  • Summit Securities Group reported no remaining Invesco PHLX Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 Invesco PHLX Semiconductor ETF share in Q1 2025, an estimated $39.
  • Summit Securities Group first reported a position in Invesco PHLX Semiconductor ETF in Q4 2024 and held it in 1 quarter.
  • Summit Securities Group's Invesco PHLX Semiconductor ETF position peaked at $39 in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.