UBS Group
SOXQ icon

UBS Group’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

UBS 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
2026
Q2 		– Sell
-145
Closed -$8.66K – 10998
2026
Q1 		$8.66K Sell
145
-8,039
-98% -$499K ﹤0.01% 8494
2025
Q4 		$456K Buy
8,184
+1,654
+25% +$90.5K ﹤0.01% 6144
2025
Q3 		$327K Sell
6,530
-36,572
-85% -$1.67M ﹤0.01% 6375
2025
Q2 		$1.88M Buy
43,102
+36,942
+600% +$1.35M ﹤0.01% 4879
2025
Q1 		$207K Sell
6,160
-90,861
-94% -$3.51M ﹤0.01% 6538
2024
Q4 		$3.81M Buy
97,021
+92,596
+2,093% +$3.72M ﹤0.01% 4118
2024
Q3 		$180K Buy
4,425
+3,483
+370% +$141K ﹤0.01% 5950
2024
Q2 		$40.6K Buy
+942
New +$37.2K ﹤0.01% 6848
2023
Q4 		– Sell
-3,206
Closed -$86.7K – 9845
2023
Q3 		$86.7K Buy
3,206
+2,612
+440% +$74.2K ﹤0.01% 5925
2023
Q2 		$17.2K Sell
594
-3,982
-87% -$102K ﹤0.01% 6941
2023
Q1 		$116K Buy
+4,576
New +$107K ﹤0.01% 5800
2022
Q4 		– Sell
-69
Closed -$1K – 11115
2022
Q3 		$1K Buy
+69
New +$1.49K ﹤0.01% 10029
2022
Q1 		– Sell
-203
Closed -$6K – 10849
2021
Q4 		$6K Buy
+203
New +$5.87K ﹤0.01% 9295
2021
Q3 		– Sell
-1,783
Closed -$47K – 10043
2021
Q2 		$47K Buy
+1,783
New +$45.5K ﹤0.01% 6492

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

UBS Group's SOXQ Position: Q2 2026 in Review

UBS Group sold out of Invesco PHLX Semiconductor ETF (SOXQ) in Q2 2026, closing a stake of 145 shares — an estimated $8.66K sold.

UBS Group first reported a position in SOXQ in Q2 2021 and held it in 14 quarters. The position peaked at $3.81M in Q4 2024. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • UBS Group reported no remaining Invesco PHLX Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 145 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $8.66K.
  • UBS Group first reported a position in Invesco PHLX Semiconductor ETF in Q2 2021 and held it in 14 quarters.
  • UBS Group's Invesco PHLX Semiconductor ETF position peaked at $3.81M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.