Sumitomo Mitsui Trust Group’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Sumitomo Mitsui Trust 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	$1.73M	Buy	29,000 +4,700	+19%	+$292K	﹤0.01%	808
2025 Q4	$1.36M	Sell	24,300 -1,500	-6%	-$82.1K	﹤0.01%	839
2025 Q3	$1.29M	Buy	25,800 +16,300	+172%	+$746K	﹤0.01%	839
2025 Q2	$415K	Sell	9,500 -28,000	-75%	-$1.02M	﹤0.01%	948
2025 Q1	$1.26M	Buy	37,500 +25,500	+213%	+$985K	﹤0.01%	842
2024 Q4	$471K	Sell	12,000 -19,000	-61%	-$762K	﹤0.01%	955
2024 Q3	$1.26M	Buy	31,000 +11,400	+58%	+$460K	﹤0.01%	877
2024 Q2	$845K	Buy	+19,600	New	+$774K	﹤0.01%	919

Other funds holding SOXQ

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SOXQ Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 19% in Q1 2026, buying an estimated $292K and bringing the position to 29,000 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Sumitomo Mitsui Trust Group first reported a position in SOXQ in Q2 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

Sumitomo Mitsui Trust Group held 29,000 shares of Invesco PHLX Semiconductor ETF worth $1.73M as of Q1 2026.
Sumitomo Mitsui Trust Group bought 4,700 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $292K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #808 holding.
Sumitomo Mitsui Trust Group first reported a position in Invesco PHLX Semiconductor ETF in Q2 2024 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.