Aptus Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Aptus Capital Advisors’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 Q2	$631K	Buy	985 +763	+344%	+$387K	﹤0.01%	726
2026 Q1	$73K	Buy	222 +10	+5%	+$3.41K	﹤0.01%	1212
2025 Q4	$63.8K	Sell	212 -22	-9%	-$6.49K	﹤0.01%	1258
2025 Q3	$63.4K	Buy	234 +11	+5%	+$2.74K	﹤0.01%	1202
2025 Q2	$53.2K	Buy	223 +181	+431%	+$36.3K	﹤0.01%	1172
2025 Q1	$7.91K	Sell	42 -371	-90%	-$79.2K	﹤0.01%	1299
2024 Q4	$89K	Buy	413 +170	+70%	+$37.9K	﹤0.01%	1030
2024 Q3	$56K	Buy	243 +215	+768%	+$49.4K	﹤0.01%	918
2024 Q2	$6.91K	Buy	28 +1	+4%	+$229	﹤0.01%	1050
2024 Q1	$6.1K	Hold	27	–	–	﹤0.01%	1068
2023 Q4	$5.18K	Sell	27 -603	-96%	-$101K	﹤0.01%	835
2023 Q3	$99.5K	Hold	630	–	–	﹤0.01%	622
2023 Q2	$107K	Hold	630	–	–	﹤0.01%	525
2023 Q1	$93.2K	Buy	630 +627	+20,900%	+$85.4K	﹤0.01%	524
2022 Q4	$348	Hold	3	–	–	﹤0.01%	781
2022 Q3	$0	Hold	3	–	–	﹤0.01%	811
2022 Q2	$0	Sell	3 -2,541	-100%	-$343K	﹤0.01%	728
2022 Q1	$401K	Buy	2,544 +2,529	+16,860%	+$405K	0.01%	326
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	531
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	518
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	548
2021 Q1	$2K	Buy	15 +3	+25%	+$410	﹤0.01%	501
2020 Q4	$1K	Buy	+12	New	+$1.38K	﹤0.01%	467

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aptus Capital Advisors's SOXX Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Semiconductor ETF (SOXX) stake by 344% in Q2 2026, buying an estimated $387K and bringing the position to 985 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Aptus Capital Advisors first reported a position in SOXX in Q4 2020 and has held it in 23 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Aptus Capital Advisors held 985 shares of iShares Semiconductor ETF worth $631K as of Q2 2026.
Aptus Capital Advisors bought 763 iShares Semiconductor ETF shares in Q2 2026, an estimated $387K.
iShares Semiconductor ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #726 holding.
Aptus Capital Advisors first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 23 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.