Advanced Asset Management Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Advanced Asset Management Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-311	Closed	-$84.4K	–	82
2025 Q3	$84.4K	Hold	311	–	–	0.02%	67
2025 Q2	$74.2K	Buy	311 +1	+0.3%	+$200	0.02%	68
2025 Q1	$58.4K	Hold	310	–	–	0.02%	70
2024 Q4	$66.8K	Buy	310 +2	+0.6%	+$446	0.02%	73
2024 Q3	$76K	Hold	308	–	–	0.02%	75
2024 Q2	$76K	Hold	308	–	–	0.02%	76
2024 Q1	$69.6K	Sell	308 -1	-0.3%	-$208	0.02%	79
2023 Q4	$59.1K	Buy	309 +3	+1%	+$503	0.01%	81
2023 Q3	$48.3K	Hold	306	–	–	0.01%	81
2023 Q2	$51.8K	Hold	306	–	–	0.01%	77
2023 Q1	$45.3K	Hold	306	–	–	0.01%	78
2022 Q4	$35.4K	Buy	306 +3	+1%	+$348	0.01%	111
2022 Q3	$32K	Hold	303	–	–	0.01%	78
2022 Q2	$35K	Hold	303	–	–	0.01%	78
2022 Q1	$48K	Buy	303 +3	+1%	+$480	0.01%	74
2021 Q4	$54K	Hold	300	–	–	0.01%	78
2021 Q3	$45K	Buy	+300	New	+$45.6K	0.01%	83

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Advanced Asset Management Advisors's SOXX Position: Q4 2025 in Review

Advanced Asset Management Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 311 shares — an estimated $84.4K sold.

Advanced Asset Management Advisors first reported a position in SOXX in Q3 2021 and held it in 17 quarters. The position peaked at $84.4K in Q3 2025. 880 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Advanced Asset Management Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Advanced Asset Management Advisors sold 311 iShares Semiconductor ETF shares in Q4 2025, an estimated $84.4K.
Advanced Asset Management Advisors first reported a position in iShares Semiconductor ETF in Q3 2021 and held it in 17 quarters.
Advanced Asset Management Advisors's iShares Semiconductor ETF position peaked at $84.4K in Q3 2025.
880 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.