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Beacon Pointe Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Beacon Pointe 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
Q1 		$5.93M Buy
18,029
+3,498
+24% +$1.19M 0.03% 439
2025
Q4 		$4.38M Buy
14,531
+110
+0.8% +$32.4K 0.03% 424
2025
Q3 		$3.91M Sell
14,421
-2,901
-17% -$724K 0.03% 409
2025
Q2 		$4.13M Sell
17,322
-869
-5% -$174K 0.04% 351
2025
Q1 		$3.42M Buy
18,191
+801
+5% +$171K 0.04% 362
2024
Q4 		$3.75M Buy
17,390
+399
+2% +$89K 0.04% 336
2024
Q3 		$3.92M Sell
16,991
-878
-5% -$202K 0.05% 339
2024
Q2 		$4.41M Sell
17,869
-629
-3% -$144K 0.05% 309
2024
Q1 		$4.18M Buy
18,498
+312
+2% +$64.9K 0.05% 333
2023
Q4 		$3.49M Sell
18,186
-513
-3% -$86.1K 0.04% 360
2023
Q3 		$2.95M Buy
18,699
+1,143
+7% +$190K 0.04% 376
2023
Q2 		$2.97M Sell
17,556
-267
-1% -$40K 0.05% 307
2023
Q1 		$2.64M Buy
17,823
+300
+2% +$40.9K 0.05% 335
2022
Q4 		$2.03M Buy
17,523
+729
+4% +$84.6K 0.04% 356
2022
Q3 		$1.79M Buy
16,794
+3,303
+24% +$414K 0.04% 341
2022
Q2 		$1.57M Sell
13,491
-1,560
-10% -$210K 0.03% 372
2022
Q1 		$2.37M Buy
15,051
+1,605
+12% +$257K 0.03% 412
2021
Q4 		$2.43M Sell
13,446
-687
-5% -$115K 0.06% 230
2021
Q3 		$2.1M Sell
14,133
-3,663
-21% -$557K 0.05% 277
2021
Q2 		$2.69M Buy
17,796
+10,179
+134% +$1.46M 0.1% 183
2021
Q1 		$1.08M Sell
7,617
-75
-1% -$10.3K 0.07% 200
2020
Q4 		$974K Buy
7,692
+24
+0.3% +$2.75K 0.07% 197
2020
Q3 		$780K Sell
7,668
-84
-1% -$8.21K 0.08% 188
2020
Q2 		$700K Buy
7,752
+18
+0.2% +$1.46K 0.07% 194
2020
Q1 		$528K Buy
7,734
+4,926
+175% +$390K 0.08% 174
2019
Q4 		$236K Sell
2,808
-306
-10% -$23.5K 0.07% 193
2019
Q3 		$219K Hold
3,114
– – 0.09% 159
2019
Q2 		$206K Buy
+3,114
New +$203K 0.08% 192

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beacon Pointe Advisors's SOXX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Semiconductor ETF (SOXX) stake by 24% in Q1 2026, buying an estimated $1.19M and bringing the position to 18,029 shares worth $5.93M. The position accounts for 0.03% of the portfolio, ranked #439.

Beacon Pointe Advisors first reported a position in SOXX in Q2 2019 and has held it in 28 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Beacon Pointe Advisors held 18,029 shares of iShares Semiconductor ETF worth $5.93M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,498 iShares Semiconductor ETF shares in Q1 2026, an estimated $1.19M.
  • iShares Semiconductor ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #439 holding.
  • Beacon Pointe Advisors first reported a position in iShares Semiconductor ETF in Q2 2019 and has held it in 28 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.