Cavalier Investments’s iShares Semiconductor ETF SOXX Stock Holding History

Cavalier Investments’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	$6.59M	Sell	10,292 -345	-3%	-$175K	0.27%	36
2026 Q1	$3.5M	Buy	+10,637	New	+$3.63M	0.09%	72
2021 Q2	–	Sell	-39,219	Closed	-$5.54M	–	114
2021 Q1	$5.54M	Buy	39,219 +2,850	+8%	+$390K	2.41%	8
2020 Q4	$4.6M	Sell	36,369 -18,495	-34%	-$2.12M	2.1%	12
2020 Q3	$5.57M	Sell	54,864 -1,200	-2%	-$117K	3.79%	11
2020 Q2	$5.06M	Hold	56,064	–	–	2.92%	12
2020 Q1	$3.83M	Buy	56,064 +6,489	+13%	+$514K	2.27%	13
2019 Q4	$4.15M	Buy	+49,575	New	+$3.81M	1.8%	14
2018 Q4	–	Sell	-66,990	Closed	-$4.13M	–	189
2018 Q3	$4.13M	Buy	66,990 +7,254	+12%	+$448K	1.2%	19
2018 Q2	$3.55M	Buy	59,736 +4,767	+9%	+$289K	1.2%	18
2018 Q1	$3.3M	Buy	54,969 +507	+0.9%	+$30.9K	1.16%	19
2017 Q4	$3.08M	Buy	54,462 +1,071	+2%	+$60.9K	1.23%	23
2017 Q3	$2.82M	Buy	53,391 +25,170	+89%	+$1.25M	1.36%	16
2017 Q2	$1.29M	Hold	28,221	–	–	0.72%	28
2017 Q1	$1.29M	Sell	28,221 -2,649	-9%	-$116K	0.72%	27
2016 Q4	$1.26M	Sell	30,870 -5,859	-16%	-$226K	0.81%	14
2016 Q3	$1.38M	Buy	+36,729	New	+$1.28M	0.84%	22

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

Cavalier Investments's SOXX Position: Q2 2026 in Review

Cavalier Investments reduced its iShares Semiconductor ETF (SOXX) stake by 3.2% in Q2 2026, selling an estimated $175K and leaving 10,292 shares worth $6.59M. The position accounts for 0.27% of the portfolio, ranked #36.

Cavalier Investments first reported a position in SOXX in Q3 2016 and has held it in 17 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Cavalier Investments held 10,292 shares of iShares Semiconductor ETF worth $6.59M as of Q2 2026.
Cavalier Investments sold 345 iShares Semiconductor ETF shares in Q2 2026, an estimated $175K.
iShares Semiconductor ETF made up 0.27% of Cavalier Investments's portfolio in Q2 2026, its #36 holding.
Cavalier Investments first reported a position in iShares Semiconductor ETF in Q3 2016 and has held it in 17 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.