Comprehensive Financial Consultants Institutional’s iShares Semiconductor ETF SOXX Stock Holding History

Comprehensive Financial Consultants Institutional’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	$743K	Sell	1,159 -227	-16%	-$115K	0.2%	119
2026 Q1	$456K	Sell	1,386 -732	-35%	-$250K	0.14%	136
2025 Q4	$638K	Hold	2,118	–	–	0.19%	120
2025 Q3	$574K	Hold	2,118	–	–	0.18%	125
2025 Q2	$506K	Buy	2,118 +405	+24%	+$81.2K	0.17%	128
2025 Q1	$322K	Buy	1,713 +472	+38%	+$101K	0.11%	141
2024 Q4	$267K	Buy	+1,241	New	+$277K	0.1%	150

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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 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

Comprehensive Financial Consultants Institutional's SOXX Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its iShares Semiconductor ETF (SOXX) stake by 16% in Q2 2026, selling an estimated $115K and leaving 1,159 shares worth $743K. The position accounts for 0.2% of the portfolio, ranked #119.

Comprehensive Financial Consultants Institutional first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Comprehensive Financial Consultants Institutional held 1,159 shares of iShares Semiconductor ETF worth $743K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 227 iShares Semiconductor ETF shares in Q2 2026, an estimated $115K.
iShares Semiconductor ETF made up 0.2% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #119 holding.
Comprehensive Financial Consultants Institutional first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.