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Avidian Wealth Enterprises’s iShares Semiconductor ETF SOXX Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$305K Hold
537
– – 0.01% 609
2026
Q2 		$344K Buy
+537
New +$273K 0.01% 561

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SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MPWT
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FFA
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Avidian Wealth Enterprises's SOXX Position: Q3 2026 in Review

Avidian Wealth Enterprises held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 537 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #609.

Avidian Wealth Enterprises first reported a position in SOXX in Q2 2026 and has held it in 2 quarters since. The position peaked at $344K in Q2 2026. 58 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Avidian Wealth Enterprises held 537 shares of iShares Semiconductor ETF worth $305K as of Q3 2026.
  • Avidian Wealth Enterprises left its iShares Semiconductor ETF share count unchanged in Q3 2026.
  • iShares Semiconductor ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #609 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's iShares Semiconductor ETF position peaked at $344K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.