Question 1

How many shares of SOXQ does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 919,311 shares of SOXQ (INVESCO EXCH TRADED FD TR II).

Question 2

What is MORGAN STANLEY's SOXQ position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's SOXQ position is worth $103.1M.

Question 3

Is MORGAN STANLEY buying or selling SOXQ?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their SOXQ position (+73.3% change in shares).

Question 4

When did MORGAN STANLEY first buy SOXQ?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in SOXQ in 2024-Q3. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	919,311	+73.3%	$103.1M	0.0%	$112.10	45
2026-Q1	Increased	530,619	+19.4%	$31.7M	0.0%	$61.18	34
2025-Q4	Increased	444,392	+358.7%	$24.8M	0.0%	$56.45	46
2025-Q3	Increased	96,886	+2202.4%	$4.9M	0.0%	$49.66	43
2025-Q2	Increased	4,208	+292.9%	$183,721	0.0%	$43.54	25
2025-Q1	Decreased	1,071	-33.1%	$36,039	0.0%	$33.59	0
2024-Q4	Increased	1,600	+141.7%	$62,787	0.0%	$39.30	23
2024-Q3	Increased	662	+0.3%	$26,964	0.0%	$40.75	13

SOXQShowing 8 of 9 quarters

SOXQ
Showing 8 of 9 quarters