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 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

Alpha Cubed Investments's SOXX Position: Q4 2025 in Review

Alpha Cubed Investments reduced its iShares Semiconductor ETF (SOXX) stake by 25% in Q4 2025, selling an estimated $165K and leaving 1,698 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #179.

Alpha Cubed Investments first reported a position in SOXX in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.11M in Q4 2024. 877 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Alpha Cubed Investments held 1,698 shares of iShares Semiconductor ETF worth $511K as of Q4 2025.
Alpha Cubed Investments sold 560 iShares Semiconductor ETF shares in Q4 2025, an estimated $165K.
iShares Semiconductor ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #179 holding.
Alpha Cubed Investments first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 12 quarters since.
Alpha Cubed Investments's iShares Semiconductor ETF position peaked at $6.11M in Q4 2024.
877 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.