Bank of Montreal
SOXQ icon

Bank of Montreal’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Bank of Montreal’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 		$101K Sell
1,688
-436
-21% -$27.1K ﹤0.01% 3133
2025
Q4 		$118K Sell
2,124
-4
-0.2% -$219 ﹤0.01% 2998
2025
Q3 		$107K Hold
2,128
– – ﹤0.01% 2952
2025
Q2 		$92.9K Sell
2,128
-566
-21% -$20.6K ﹤0.01% 3000
2025
Q1 		$90.7K Sell
2,694
-977
-27% -$37.7K ﹤0.01% 2940
2024
Q4 		$144K Sell
3,671
-1,834
-33% -$73.6K ﹤0.01% 2860
2024
Q3 		$226K Sell
5,505
-85
-2% -$3.43K ﹤0.01% 2963
2024
Q2 		$244K Buy
5,590
+642
+13% +$25.4K ﹤0.01% 2866
2024
Q1 		$192K Buy
4,948
+128
+3% +$4.56K ﹤0.01% 3068
2023
Q4 		$160K Sell
4,820
-262
-5% -$7.54K ﹤0.01% 3217
2023
Q3 		$144K Buy
+5,082
New +$144K ﹤0.01% 3185

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 $3.02B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $140B AUM 46.34% 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 $44.6B AUM 28.94% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Bank of Montreal's SOXQ Position: Q1 2026 in Review

Bank of Montreal reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 21% in Q1 2026, selling an estimated $27.1K and leaving 1,688 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

Bank of Montreal first reported a position in SOXQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $244K in Q2 2024. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Bank of Montreal held 1,688 shares of Invesco PHLX Semiconductor ETF worth $101K as of Q1 2026.
  • Bank of Montreal sold 436 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $27.1K.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3133 holding.
  • Bank of Montreal first reported a position in Invesco PHLX Semiconductor ETF in Q3 2023 and has held it in 11 quarters since.
  • Bank of Montreal's Invesco PHLX Semiconductor ETF position peaked at $244K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.