Coppell Advisory Solutions’s iShares Semiconductor ETF SOXX Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-48	Closed	-$10.4K	–	1632
2024 Q4	$10.4K	Hold	48	–	–	﹤0.01%	1094
2024 Q3	$11.2K	Sell	48 -5	-9%	-$1.15K	﹤0.01%	1049
2024 Q2	$13.1K	Buy	+53	New	+$12.1K	﹤0.01%	935
2023 Q4	$34K	Buy	+177	New	+$29.7K	0.01%	585
2023 Q2	–	Sell	-1,467	Closed	-$216K	–	1444
2023 Q1	$216K	Buy	+1,467	New	+$200K	0.07%	184

Other funds holding SOXX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Coppell Advisory Solutions's SOXX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 48 shares — an estimated $10.4K sold.

Coppell Advisory Solutions first reported a position in SOXX in Q1 2023 and held it in 5 quarters. The position peaked at $216K in Q1 2023. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 48 iShares Semiconductor ETF shares in Q1 2025, an estimated $10.4K.
Coppell Advisory Solutions first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 5 quarters.
Coppell Advisory Solutions's iShares Semiconductor ETF position peaked at $216K in Q1 2023.
715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.