CSF
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Capital Squared Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Capital Squared Financial’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 		$387K Sell
604
-100
-14% -$50.8K 0.25% 63
2026
Q1 		$231K Buy
704
+1
+0.1% +$341 0.18% 77
2025
Q4 		$212K Buy
+703
New +$207K 0.17% 81

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Capital Squared Financial's SOXX Position: Q2 2026 in Review

Capital Squared Financial reduced its iShares Semiconductor ETF (SOXX) stake by 14% in Q2 2026, selling an estimated $50.8K and leaving 604 shares worth $387K. The position accounts for 0.25% of the portfolio, ranked #63.

Capital Squared Financial first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Capital Squared Financial held 604 shares of iShares Semiconductor ETF worth $387K as of Q2 2026.
  • Capital Squared Financial sold 100 iShares Semiconductor ETF shares in Q2 2026, an estimated $50.8K.
  • iShares Semiconductor ETF made up 0.25% of Capital Squared Financial's portfolio in Q2 2026, its #63 holding.
  • Capital Squared Financial first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.