Atria Wealth Solutions’s iShares Semiconductor ETF SOXX Stock Holding History

Atria Wealth Solutions’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 Q2	$3.35M	Sell	14,002 -30,909	-69%	-$6.19M	0.08%	290
2025 Q1	$8.45M	Sell	44,911 -6,890	-13%	-$1.47M	0.1%	214
2024 Q4	$11.2M	Sell	51,801 -6,167	-11%	-$1.38M	0.12%	173
2024 Q3	$13.4M	Sell	57,968 -74	-0.1%	-$17K	0.14%	150
2024 Q2	$14.3M	Sell	58,042 -5,288	-8%	-$1.21M	0.16%	133
2024 Q1	$14.3M	Sell	63,330 -13,440	-18%	-$2.79M	0.16%	140
2023 Q4	$14.7M	Buy	76,770 +6,360	+9%	+$1.07M	0.18%	117
2023 Q3	$11.1M	Buy	70,410 +2,292	+3%	+$382K	0.16%	141
2023 Q2	$11.5M	Sell	68,118 -4,638	-6%	-$696K	0.16%	134
2023 Q1	$10.8M	Buy	72,756 +6,402	+10%	+$872K	0.16%	137
2022 Q4	$7.7M	Sell	66,354 -8,205	-11%	-$953K	0.12%	177
2022 Q3	$7.92M	Buy	74,559 +36,549	+96%	+$4.58M	0.14%	154
2022 Q2	$4.43M	Sell	38,010 -24,060	-39%	-$3.24M	0.08%	253
2022 Q1	$9.79M	Buy	+62,070	New	+$9.94M	0.16%	130

Other funds holding SOXX

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Wealth Solutions's SOXX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Semiconductor ETF (SOXX) stake by 69% in Q2 2025, selling an estimated $6.19M and leaving 14,002 shares worth $3.35M. The position accounts for 0.08% of the portfolio, ranked #290.

Atria Wealth Solutions first reported a position in SOXX in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.7M in Q4 2023. 749 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Atria Wealth Solutions held 14,002 shares of iShares Semiconductor ETF worth $3.35M as of Q2 2025.
Atria Wealth Solutions sold 30,909 iShares Semiconductor ETF shares in Q2 2025, an estimated $6.19M.
iShares Semiconductor ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #290 holding.
Atria Wealth Solutions first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Semiconductor ETF position peaked at $14.7M in Q4 2023.
749 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.