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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
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 $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's SOXX Position: Q1 2026 in Review

AE Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 4.4% in Q1 2026, buying an estimated $67.2K and bringing the position to 4,681 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #723.

AE Wealth Management first reported a position in SOXX in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.97M in Q2 2023. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • AE Wealth Management held 4,681 shares of iShares Semiconductor ETF worth $1.54M as of Q1 2026.
  • AE Wealth Management bought 197 iShares Semiconductor ETF shares in Q1 2026, an estimated $67.2K.
  • iShares Semiconductor ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #723 holding.
  • AE Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 24 quarters since.
  • AE Wealth Management's iShares Semiconductor ETF position peaked at $6.97M in Q2 2023.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.