AWM
SOXY

AE Wealth Management’s YieldMax Target 12 Semiconductor Option Income ETF SOXY Stock Holding History

AE Wealth Management’s Portfolio SOXY Stock Details SOXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.72M Buy
74,635
+2,703
+4% +$177K 0.03% 436
2025
Q4 		$4.28M Buy
+71,932
New +$4.26M 0.02% 432

Other funds holding SOXY

ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AE Wealth Management increased its YieldMax Target 12 Semiconductor Option Income ETF (SOXY) stake by 3.8% in Q1 2026, buying an estimated $177K and bringing the position to 74,635 shares worth $4.72M. The position accounts for 0.03% of the portfolio, ranked #436.

AE Wealth Management first reported a position in SOXY in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SOXY as of Q1 2026.

  • AE Wealth Management held 74,635 shares of YieldMax Target 12 Semiconductor Option Income ETF worth $4.72M as of Q1 2026.
  • AE Wealth Management bought 2,703 YieldMax Target 12 Semiconductor Option Income ETF shares in Q1 2026, an estimated $177K.
  • YieldMax Target 12 Semiconductor Option Income ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #436 holding.
  • AE Wealth Management first reported a position in YieldMax Target 12 Semiconductor Option Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held YieldMax Target 12 Semiconductor Option Income ETF as of Q1 2026.

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