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

Calamos 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
2023 Q3	–	Sell	-1,200	Closed	-$203K	–	338
2023 Q2	$203K	Buy	+1,200	New	+$180K	0.01%	295
2022 Q1	–	Sell	-1,200	Closed	-$217K	–	352
2021 Q4	$217K	Buy	+1,200	New	+$201K	0.02%	308

Other funds holding SOXX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Calamos Wealth Management's SOXX Position: Q3 2023 in Review

Calamos Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 1,200 shares — an estimated $203K sold.

Calamos Wealth Management first reported a position in SOXX in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

Calamos Wealth Management reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
Calamos Wealth Management sold 1,200 iShares Semiconductor ETF shares in Q3 2023, an estimated $203K.
Calamos Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 2 quarters.
Calamos Wealth Management's iShares Semiconductor ETF position peaked at $217K in Q4 2021.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Calamos Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.