American Planning Services’s iShares Semiconductor ETF SOXX Stock Holding History

American Planning Services’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
2022 Q3	–	Sell	-3,480	Closed	-$405K	–	36
2022 Q2	$405K	Sell	3,480 -32,076	-90%	-$4.33M	0.45%	15
2022 Q1	$5.61M	Buy	35,556 +723	+2%	+$116K	5.99%	6
2021 Q4	$6.3M	Buy	+34,833	New	+$5.84M	5.57%	5

Other funds holding SOXX

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return