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Cetera Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Cetera 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
2024
Q1 		$6.38M Buy
28,261
+9,049
+47% +$1.88M 0.05% 375
2023
Q4 		$3.69M Buy
19,212
+2,895
+18% +$486K 0.05% 348
2023
Q3 		$2.58M Buy
16,317
+1,491
+10% +$248K 0.04% 391
2023
Q2 		$2.51M Buy
14,826
+7,110
+92% +$1.07M 0.04% 402
2023
Q1 		$1.14M Buy
7,716
+2,526
+49% +$344K 0.02% 642
2022
Q4 		$602K Sell
5,190
-72
-1% -$8.36K 0.01% 885
2022
Q3 		$559K Buy
5,262
+141
+3% +$17.7K 0.01% 737
2022
Q2 		$597K Sell
5,121
-396
-7% -$53.4K 0.01% 770
2022
Q1 		$870K Sell
5,517
-5,427
-50% -$869K 0.02% 657
2021
Q4 		$1.98M Buy
10,944
+702
+7% +$118K 0.04% 406
2021
Q3 		$1.52M Buy
10,242
+6,372
+165% +$968K 0.03% 477
2021
Q2 		$586K Buy
3,870
+198
+5% +$28.3K 0.01% 752
2021
Q1 		$519K Buy
+3,672
New +$502K 0.01% 721
2019
Q2 		– Sell
-507
Closed -$32K – 1241
2019
Q1 		$32K Buy
+507
New +$29.9K ﹤0.01% 1028

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's SOXX Position: Q1 2024 in Review

Cetera Advisors increased its iShares Semiconductor ETF (SOXX) stake by 47% in Q1 2024, buying an estimated $1.88M and bringing the position to 28,261 shares worth $6.38M. The position accounts for 0.05% of the portfolio, ranked #375.

Cetera Advisors first reported a position in SOXX in Q1 2019 and has held it in 14 quarters since. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

  • Cetera Advisors held 28,261 shares of iShares Semiconductor ETF worth $6.38M as of Q1 2024.
  • Cetera Advisors bought 9,049 iShares Semiconductor ETF shares in Q1 2024, an estimated $1.88M.
  • iShares Semiconductor ETF made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #375 holding.
  • Cetera Advisors first reported a position in iShares Semiconductor ETF in Q1 2019 and has held it in 14 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.