Capstone Triton Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Capstone Triton Financial Group’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
2024 Q4	$1.12M	Sell	5,206 -134	-3%	-$29.9K	0.7%	53
2024 Q3	$1.23M	Sell	5,340 -7	-0.1%	-$1.61K	0.79%	47
2024 Q2	$1.32M	Buy	5,347 +902	+20%	+$206K	0.93%	36
2024 Q1	$1M	Buy	4,445 +32	+0.7%	+$6.65K	0.71%	52
2023 Q4	$848K	Buy	4,413 +1,941	+79%	+$326K	0.62%	55
2023 Q3	$390K	Buy	2,472 +429	+21%	+$71.4K	0.29%	73
2023 Q2	$345K	Sell	2,043 -234	-10%	-$35.1K	0.24%	77
2023 Q1	$338K	Buy	2,277 +465	+26%	+$63.4K	0.25%	77
2022 Q4	$210K	Buy	+1,812	New	+$210K	0.17%	95

Other funds holding SOXX

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

Capstone Triton Financial Group's SOXX Position: Q4 2024 in Review

Capstone Triton Financial Group reduced its iShares Semiconductor ETF (SOXX) stake by 2.5% in Q4 2024, selling an estimated $29.9K and leaving 5,206 shares worth $1.12M. The position accounts for 0.7% of the portfolio, ranked #53.

Capstone Triton Financial Group first reported a position in SOXX in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.32M in Q2 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

Capstone Triton Financial Group held 5,206 shares of iShares Semiconductor ETF worth $1.12M as of Q4 2024.
Capstone Triton Financial Group sold 134 iShares Semiconductor ETF shares in Q4 2024, an estimated $29.9K.
iShares Semiconductor ETF made up 0.7% of Capstone Triton Financial Group's portfolio in Q4 2024, its #53 holding.
Capstone Triton Financial Group first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 9 quarters since.
Capstone Triton Financial Group's iShares Semiconductor ETF position peaked at $1.32M in Q2 2024.
761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.