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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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. 1,183 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.
1,183 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.