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AE Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

AE Wealth Management’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
2026
Q2 		$3.9M Buy
6,085
+1,404
+30% +$713K 0.02% 491
2026
Q1 		$1.54M Buy
4,681
+197
+4% +$67.2K 0.01% 723
2025
Q4 		$1.35M Buy
4,484
+532
+13% +$157K 0.01% 720
2025
Q3 		$1.07M Sell
3,952
-121
-3% -$30.2K 0.01% 739
2025
Q2 		$972K Sell
4,073
-239
-6% -$47.9K 0.01% 734
2025
Q1 		$811K Buy
4,312
+62
+1% +$13.2K 0.01% 770
2024
Q4 		$916K Sell
4,250
-277
-6% -$61.8K 0.01% 722
2024
Q3 		$1.04M Buy
4,527
+1,423
+46% +$327K 0.01% 682
2024
Q2 		$766K Buy
3,104
+1,374
+79% +$314K 0.01% 773
2024
Q1 		$391K Sell
1,730
-31,711
-95% -$6.59M ﹤0.01% 885
2023
Q4 		$6.66M Sell
33,441
-8,622
-20% -$1.45M 0.03% 507
2023
Q3 		$6.64M Buy
42,063
+864
+2% +$144K 0.04% 468
2023
Q2 		$6.97M Buy
41,199
+2,439
+6% +$366K 0.04% 454
2023
Q1 		$5.75M Buy
38,760
+2,382
+7% +$325K 0.04% 474
2022
Q4 		$4.22M Buy
36,378
+2,466
+7% +$286K 0.03% 518
2022
Q3 		$3.6M Buy
33,912
+4,551
+16% +$571K 0.03% 510
2022
Q2 		$3.42M Sell
29,361
-1,860
-6% -$251K 0.03% 498
2022
Q1 		$4.93M Buy
31,221
+13,407
+75% +$2.15M 0.03% 439
2021
Q4 		$3.22M Buy
17,814
+1,806
+11% +$303K 0.02% 544
2021
Q3 		$2.38M Buy
16,008
+1,668
+12% +$254K 0.02% 590
2021
Q2 		$2.17M Buy
14,340
+1,824
+15% +$261K 0.02% 618
2021
Q1 		$1.77M Sell
12,516
-6,777
-35% -$927K 0.02% 604
2020
Q4 		$2.44M Buy
19,293
+5,343
+38% +$613K 0.03% 444
2020
Q3 		$1.42M Buy
13,950
+186
+1% +$18.2K 0.02% 525
2020
Q2 		$1.24M Buy
+13,764
New +$1.11M 0.02% 547

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AE Wealth Management's SOXX Position: Q2 2026 in Review

AE Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 30% in Q2 2026, buying an estimated $713K and bringing the position to 6,085 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #491.

AE Wealth Management first reported a position in SOXX in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.97M in Q2 2023. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • AE Wealth Management held 6,085 shares of iShares Semiconductor ETF worth $3.9M as of Q2 2026.
  • AE Wealth Management bought 1,404 iShares Semiconductor ETF shares in Q2 2026, an estimated $713K.
  • iShares Semiconductor ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #491 holding.
  • AE Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 25 quarters since.
  • AE Wealth Management's iShares Semiconductor ETF position peaked at $6.97M in Q2 2023.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.