Capital Advisors Ltd’s iShares Semiconductor ETF SOXX Stock Holding History

Capital Advisors Ltd’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	$35K	Buy	54 +30	+125%	+$15.2K	﹤0.01%	574
2026 Q1	$8K	Sell	24 -7,044	-100%	-$2.4M	﹤0.01%	880
2025 Q4	$340K	Buy	7,068 +7,044	+29,350%	+$2.08M	0.04%	220
2025 Q3	$7K	Hold	24	–	–	﹤0.01%	871
2025 Q2	$6K	Hold	24	–	–	﹤0.01%	903
2025 Q1	$5K	Hold	24	–	–	﹤0.01%	927
2024 Q4	$5K	Hold	24	–	–	﹤0.01%	949
2024 Q3	$6K	Hold	24	–	–	﹤0.01%	897
2024 Q2	$6K	Hold	24	–	–	﹤0.01%	889
2024 Q1	$5K	Hold	24	–	–	﹤0.01%	891
2023 Q4	$5K	Hold	24	–	–	﹤0.01%	855
2023 Q3	$4K	Hold	24	–	–	﹤0.01%	897
2023 Q2	$4K	Hold	24	–	–	﹤0.01%	903
2023 Q1	$4K	Hold	24	–	–	﹤0.01%	766
2022 Q4	$3K	Hold	24	–	–	﹤0.01%	797
2022 Q3	$3K	Buy	+24	New	+$3.01K	﹤0.01%	775

Other funds holding SOXX

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Capital Advisors Ltd's SOXX Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares Semiconductor ETF (SOXX) stake by 125% in Q2 2026, buying an estimated $15.2K and bringing the position to 54 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Capital Advisors Ltd first reported a position in SOXX in Q3 2022 and has held it in 16 quarters since. The position peaked at $340K in Q4 2025. 209 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Capital Advisors Ltd held 54 shares of iShares Semiconductor ETF worth $35K as of Q2 2026.
Capital Advisors Ltd bought 30 iShares Semiconductor ETF shares in Q2 2026, an estimated $15.2K.
iShares Semiconductor ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #574 holding.
Capital Advisors Ltd first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's iShares Semiconductor ETF position peaked at $340K in Q4 2025.
209 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.