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 Q3	$3.51M	Buy	35,300 +5,700	+19%	+$539K	﹤0.01%	739
2026 Q2	$3.32M	Buy	29,600 +600	+2%	+$54.3K	﹤0.01%	765
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SOXQ Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 19% in Q3 2026, buying an estimated $539K and bringing the position to 35,300 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Sumitomo Mitsui Trust Group first reported a position in SOXQ in Q2 2024 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold SOXQ as of Q3 2026.

Sumitomo Mitsui Trust Group held 35,300 shares of Invesco PHLX Semiconductor ETF worth $3.51M as of Q3 2026.
Sumitomo Mitsui Trust Group bought 5,700 Invesco PHLX Semiconductor ETF shares in Q3 2026, an estimated $539K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #739 holding.
Sumitomo Mitsui Trust Group first reported a position in Invesco PHLX Semiconductor ETF in Q2 2024 and has held it in 10 quarters since.
78 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.