Truist Financial
SOXQ icon

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
Q2 		$487K Sell
4,345
-2,978
-41% -$270K ﹤0.01% 2219
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Truist Financial's SOXQ Position: Q2 2026 in Review

Truist Financial reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 41% in Q2 2026, selling an estimated $270K and leaving 4,345 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Truist Financial first reported a position in SOXQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $669K in Q2 2025. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Truist Financial held 4,345 shares of Invesco PHLX Semiconductor ETF worth $487K as of Q2 2026.
  • Truist Financial sold 2,978 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $270K.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2219 holding.
  • Truist Financial first reported a position in Invesco PHLX Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • Truist Financial's Invesco PHLX Semiconductor ETF position peaked at $669K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.