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SOXQSOXQ
17 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO EXCH TRADED FD TR II

Yes. LPL Financial holds 396,580 shares of SOXQ, worth $44.5M, as of its Q2 2026 13F filing. It increased the position by 81,869 shares (+26.0%) from Q1 2026. LPL Financial has held SOXQ since Q2 2022, across 17 quarterly 13F filings.

Current Value

$44.5M

Current Shares

396,580

Total Value Change

+$44.1M

Total Shares Change

+378,365

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
396,580
+26.0%
$44.5M0.0%$112.10
36
2026-Q1
Increased
314,711
+3.1%
$18.8M0.0%$61.18
29
2025-Q4
Increased
305,196
+3.5%
$17M0.0%$56.45
29
2025-Q3
Decreased
294,725
-7.6%
$14.8M0.0%$49.66
0
2025-Q2
Decreased
318,957
-11.2%
$13.9M0.0%$43.54
0
2025-Q1
Decreased
359,224
-12.9%
$12.1M0.0%$33.59
0
2024-Q4
Increased
412,352
+9.1%
$16.2M0.0%$39.30
31
2024-Q3
Increased
377,976
+39.9%
$15.4M0.0%$40.75
37
2024-Q2
Increased
270,233
+83.0%
$11.6M0.0%$42.67
43
2024-Q1
Increased
147,648
+98.0%
$5.7M0.0%$38.16
43
2023-Q4
Increased
74,569
+9.0%
$2.5M0.0%$32.43
29
2023-Q3
Increased
68,427
+2.5%
$1.9M0.0%$26.64
26
2023-Q2
Decreased
66,781
-62.4%
$1.9M0.0%$27.97
0
2023-Q1
Decreased
177,505
-58.9%
$4.5M0.0%$24.77
0
2022-Q4
Increased
431,596
+960.1%
$8.6M0.0%$19.45
44
2022-Q3
Increased
40,712
+123.5%
$741,0000.0%$17.99
40
2022-Q2
New
18,215
-
$367,0000.0%$19.72
33

Other major holders of SOXQ: MORGAN STANLEY, CITIGROUP INC, BANK OF AMERICA CORP /DE/

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