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Alpha Cubed Investments’s iShares Semiconductor ETF SOXX Stock Holding History

Alpha Cubed Investments’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 		$511K Sell
1,698
-560
-25% -$165K 0.02% 179
2025
Q3 		$612K Buy
2,258
+142
+7% +$35.4K 0.02% 156
2025
Q2 		$505K Sell
2,116
-170
-7% -$34.1K 0.02% 181
2025
Q1 		$430K Sell
2,286
-26,064
-92% -$5.57M 0.02% 188
2024
Q4 		$6.11M Buy
28,350
+27,306
+2,616% +$6.09M 0.28% 57
2024
Q3 		$241K Buy
1,044
+201
+24% +$46.2K 0.01% 228
2024
Q2 		$208K Buy
+843
New +$193K 0.01% 265
2024
Q1 		– Sell
-1,062
Closed -$204K – 322
2023
Q4 		$204K Sell
1,062
-420
-28% -$70.5K 0.01% 260
2023
Q3 		$234K Sell
1,482
-225
-13% -$37.5K 0.02% 217
2023
Q2 		$289K Sell
1,707
-1,092
-39% -$164K 0.02% 201
2023
Q1 		$415K Sell
2,799
-8,019
-74% -$1.09M 0.03% 163
2022
Q4 		$1.25M Buy
+10,818
New +$1.26M 0.1% 105

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $761B 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return