Centerpoint Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Centerpoint Advisors’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	$54K	Buy	85 +55	+183%	+$27.9K	0.02%	161
2026 Q1	$10K	Hold	30	–	–	﹤0.01%	317
2025 Q4	$9K	Hold	30	–	–	﹤0.01%	331
2025 Q3	$8K	Hold	30	–	–	﹤0.01%	345
2025 Q2	$7K	Hold	30	–	–	﹤0.01%	324
2025 Q1	$6K	Hold	30	–	–	﹤0.01%	342
2024 Q4	$6K	Hold	30	–	–	﹤0.01%	373
2024 Q3	$7K	Hold	30	–	–	﹤0.01%	382
2024 Q2	$7K	Hold	30	–	–	﹤0.01%	367
2024 Q1	$7K	Hold	30	–	–	﹤0.01%	346
2023 Q4	$6K	Hold	30	–	–	﹤0.01%	350
2023 Q3	$5K	Hold	30	–	–	﹤0.01%	388
2023 Q2	$5K	Hold	30	–	–	﹤0.01%	394
2023 Q1	$4K	Hold	30	–	–	﹤0.01%	408
2022 Q4	$3K	Hold	30	–	–	﹤0.01%	383
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	297
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	308
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	274
2021 Q4	$5K	Buy	+30	New	+$5.03K	﹤0.01%	274

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

Centerpoint Advisors's SOXX Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares Semiconductor ETF (SOXX) stake by 183% in Q2 2026, buying an estimated $27.9K and bringing the position to 85 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #161.

Centerpoint Advisors first reported a position in SOXX in Q4 2021 and has held it in 19 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Centerpoint Advisors held 85 shares of iShares Semiconductor ETF worth $54K as of Q2 2026.
Centerpoint Advisors bought 55 iShares Semiconductor ETF shares in Q2 2026, an estimated $27.9K.
iShares Semiconductor ETF made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #161 holding.
Centerpoint Advisors first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.