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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SOXQ Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 2.1% in Q2 2026, buying an estimated $54.3K and bringing the position to 29,600 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Sumitomo Mitsui Trust Group first reported a position in SOXQ in Q2 2024 and has held it in 9 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

Sumitomo Mitsui Trust Group held 29,600 shares of Invesco PHLX Semiconductor ETF worth $3.32M as of Q2 2026.
Sumitomo Mitsui Trust Group bought 600 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $54.3K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #765 holding.
Sumitomo Mitsui Trust Group first reported a position in Invesco PHLX Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.