Bulltick Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Bulltick Wealth Management’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	$1.1M	Buy	+3,333	New	+$1.14M	0.24%	58
2024 Q2	–	Sell	-97,362	Closed	-$22M	–	115
2024 Q1	$22M	Sell	97,362 -4,296	-4%	-$893K	3.77%	2
2023 Q4	$19.5M	Sell	101,658 -4,200	-4%	-$705K	4.44%	1
2023 Q3	$16.8M	Sell	105,858 -9,144	-8%	-$1.52M	4.03%	1
2023 Q2	$19.4M	Sell	115,002 -3,300	-3%	-$495K	4.32%	2
2023 Q1	$17.5M	Sell	118,302 -390	-0.3%	-$53.1K	4.55%	1
2022 Q4	$13.8M	Sell	118,692 -5,142	-4%	-$597K	3.91%	3
2022 Q3	$13.2M	Buy	123,834 +264	+0.2%	+$33.1K	3.94%	4
2022 Q2	$14.4M	Buy	123,570 +33,960	+38%	+$4.58M	3.85%	4
2022 Q1	$14.1M	Buy	89,610 +45	+0.1%	+$7.21K	3.18%	7
2021 Q4	$16.2M	Buy	89,565 +1,767	+2%	+$296K	3.2%	6
2021 Q3	$13M	Buy	87,798 +870	+1%	+$132K	2.96%	11
2021 Q2	$13.2M	Buy	86,928 +7,134	+9%	+$1.02M	3.04%	11
2021 Q1	$11.3M	Sell	79,794 -9,879	-11%	-$1.35M	3.13%	11
2020 Q4	$11.3M	Buy	+89,673	New	+$10.3M	3.33%	11

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bulltick Wealth Management's SOXX Position: Q1 2026 in Review

Bulltick Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 3,333 shares worth $1.1M. The stake represents 0.24% of the portfolio and ranks #58 among its holdings. This is a return to the name: Bulltick Wealth Management previously reported a position in SOXX as recently as Q1 2024.

Bulltick Wealth Management first reported a position in SOXX in Q4 2020 and has held it in 15 quarters since. The position peaked at $22M in Q1 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Bulltick Wealth Management held 3,333 shares of iShares Semiconductor ETF worth $1.1M as of Q1 2026.
iShares Semiconductor ETF was a new Bulltick Wealth Management position in Q1 2026.
iShares Semiconductor ETF made up 0.24% of Bulltick Wealth Management's portfolio in Q1 2026, its #58 holding.
Bulltick Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 15 quarters since.
Bulltick Wealth Management's iShares Semiconductor ETF position peaked at $22M in Q1 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Bulltick Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.