Beacon Pointe Advisors
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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
Q2 		$11.6M Buy
54,312
+225
+0.4% +$38.1K 0.05% 307
2026
Q1 		$5.93M Buy
54,087
+10,494
+24% +$1.19M 0.03% 439
2025
Q4 		$4.38M Buy
43,593
+330
+0.8% +$32.4K 0.03% 424
2025
Q3 		$3.91M Sell
43,263
-8,703
-17% -$724K 0.03% 409
2025
Q2 		$4.13M Sell
51,966
-2,607
-5% -$174K 0.04% 351
2025
Q1 		$3.42M Buy
54,573
+2,403
+5% +$171K 0.04% 362
2024
Q4 		$3.75M Buy
52,170
+1,197
+2% +$89K 0.04% 336
2024
Q3 		$3.92M Sell
50,973
-2,634
-5% -$202K 0.05% 339
2024
Q2 		$4.41M Sell
53,607
-1,887
-3% -$144K 0.05% 309
2024
Q1 		$4.18M Buy
55,494
+936
+2% +$64.9K 0.05% 333
2023
Q4 		$3.49M Sell
54,558
-1,539
-3% -$86.1K 0.04% 360
2023
Q3 		$2.95M Buy
56,097
+3,429
+7% +$190K 0.04% 376
2023
Q2 		$2.97M Sell
52,668
-801
-1% -$40K 0.05% 307
2023
Q1 		$2.64M Buy
53,469
+900
+2% +$40.9K 0.05% 335
2022
Q4 		$2.03M Buy
52,569
+2,187
+4% +$84.6K 0.04% 356
2022
Q3 		$1.79M Buy
50,382
+9,909
+24% +$414K 0.04% 341
2022
Q2 		$1.57M Sell
40,473
-4,680
-10% -$210K 0.03% 372
2022
Q1 		$2.37M Buy
45,153
+4,815
+12% +$257K 0.03% 412
2021
Q4 		$2.43M Sell
40,338
-2,061
-5% -$115K 0.06% 230
2021
Q3 		$2.1M Sell
42,399
-10,989
-21% -$557K 0.05% 277
2021
Q2 		$2.7M Buy
53,388
+30,537
+134% +$1.46M 0.1% 183
2021
Q1 		$1.08M Sell
22,851
-225
-1% -$10.3K 0.07% 200
2020
Q4 		$974K Buy
23,076
+72
+0.3% +$2.76K 0.07% 197
2020
Q3 		$780K Sell
23,004
-252
-1% -$8.21K 0.08% 188
2020
Q2 		$700K Buy
23,256
+54
+0.2% +$1.46K 0.07% 194
2020
Q1 		$528K Buy
23,202
+14,778
+175% +$390K 0.08% 174
2019
Q4 		$236K Sell
8,424
-918
-10% -$23.5K 0.07% 193
2019
Q3 		$219K Hold
9,342
– – 0.09% 159
2019
Q2 		$206K Buy
+9,342
New +$203K 0.08% 192

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Advisors's SOXX Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Semiconductor ETF (SOXX) stake by 0.42% in Q2 2026, buying an estimated $38.1K and bringing the position to 54,312 shares worth $11.6M. The position accounts for 0.05% of the portfolio, ranked #307.

Beacon Pointe Advisors first reported a position in SOXX in Q2 2019 and has held it in 29 quarters since. 1,195 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Beacon Pointe Advisors held 54,312 shares of iShares Semiconductor ETF worth $11.6M as of Q2 2026.
  • Beacon Pointe Advisors bought 225 iShares Semiconductor ETF shares in Q2 2026, an estimated $38.1K.
  • iShares Semiconductor ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #307 holding.
  • Beacon Pointe Advisors first reported a position in iShares Semiconductor ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,195 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.