Truist Financial’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Truist Financial’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	$437K	Sell	7,323 -1,221	-14%	-$75.8K	﹤0.01%	2144
2025 Q4	$476K	Sell	8,544 -121	-1%	-$6.62K	﹤0.01%	2063
2025 Q3	$434K	Sell	8,665 -6,649	-43%	-$304K	﹤0.01%	2105
2025 Q2	$669K	Buy	15,314 +961	+7%	+$35K	﹤0.01%	1807
2025 Q1	$483K	Buy	14,353 +1,869	+15%	+$72.2K	﹤0.01%	1891
2024 Q4	$490K	Buy	12,484 +2,097	+20%	+$84.2K	﹤0.01%	1892
2024 Q3	$423K	Sell	10,387 -1,700	-14%	-$68.6K	﹤0.01%	1949
2024 Q2	$521K	Buy	12,087 +2,019	+20%	+$79.8K	﹤0.01%	1953
2024 Q1	$388K	Buy	+10,068	New	+$359K	﹤0.01%	2139

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

Truist Financial's SOXQ Position: Q1 2026 in Review

Truist Financial reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 14% in Q1 2026, selling an estimated $75.8K and leaving 7,323 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Truist Financial first reported a position in SOXQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $669K in Q2 2025. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

Truist Financial held 7,323 shares of Invesco PHLX Semiconductor ETF worth $437K as of Q1 2026.
Truist Financial sold 1,221 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $75.8K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2144 holding.
Truist Financial first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
Truist Financial's Invesco PHLX Semiconductor ETF position peaked at $669K in Q2 2025.
115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.