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
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 $1.66T 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

UBS Group's SOXQ Position: Q1 2026 in Review

UBS Group reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 98% in Q1 2026, selling an estimated $499K and leaving 145 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #8494.

UBS Group first reported a position in SOXQ in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.81M in Q4 2024. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • UBS Group held 145 shares of Invesco PHLX Semiconductor ETF worth $8.66K as of Q1 2026.
  • UBS Group sold 8,039 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $499K.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8494 holding.
  • UBS Group first reported a position in Invesco PHLX Semiconductor ETF in Q2 2021 and has held it in 14 quarters since.
  • UBS Group's Invesco PHLX Semiconductor ETF position peaked at $3.81M in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.