CreativeOne Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

CreativeOne Wealth’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 Q1	$1.32M	Buy	4,012 +1,118	+39%	+$382K	0.03%	476
2025 Q4	$871K	Buy	2,894 +587	+25%	+$173K	0.02%	608
2025 Q3	$625K	Buy	2,307 +274	+13%	+$68.3K	0.02%	696
2025 Q2	$485K	Buy	2,033 +230	+13%	+$46.1K	0.01%	758
2025 Q1	$339K	Sell	1,803 -30	-2%	-$6.41K	0.01%	819
2024 Q4	$395K	Buy	1,833 +948	+107%	+$211K	0.01%	778
2024 Q3	$204K	Buy	+885	New	+$203K	0.01%	904
2024 Q2	–	Sell	-960	Closed	-$217K	–	900
2024 Q1	$217K	Buy	+960	New	+$200K	0.01%	817
2023 Q3	–	Sell	-2,967	Closed	-$501K	–	795
2023 Q2	$501K	Sell	2,967 -102	-3%	-$15.3K	0.02%	495
2023 Q1	$455K	Sell	3,069 -156	-5%	-$21.3K	0.02%	495
2022 Q4	$374K	Buy	3,225 +273	+9%	+$31.7K	0.02%	514
2022 Q3	$314K	Sell	2,952 -363	-11%	-$45.5K	0.02%	523
2022 Q2	$386K	Sell	3,315 -2,235	-40%	-$301K	0.02%	473
2022 Q1	$876K	Sell	5,550 -471	-8%	-$75.4K	0.05%	298
2021 Q4	$1.09M	Buy	6,021 +378	+7%	+$63.4K	0.05%	281
2021 Q3	$839K	Buy	5,643 +1,494	+36%	+$227K	0.05%	289
2021 Q2	$628K	Buy	4,149 +330	+9%	+$47.2K	0.04%	335
2021 Q1	$540K	Buy	3,819 +963	+34%	+$132K	0.04%	312
2020 Q4	$361K	Buy	2,856 +324	+13%	+$37.2K	0.03%	339
2020 Q3	$257K	Sell	2,532 -270	-10%	-$26.4K	0.04%	229
2020 Q2	$253K	Buy	+2,802	New	+$227K	0.04%	208

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CreativeOne Wealth's SOXX Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares Semiconductor ETF (SOXX) stake by 39% in Q1 2026, buying an estimated $382K and bringing the position to 4,012 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #476.

CreativeOne Wealth first reported a position in SOXX in Q2 2020 and has held it in 21 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

CreativeOne Wealth held 4,012 shares of iShares Semiconductor ETF worth $1.32M as of Q1 2026.
CreativeOne Wealth bought 1,118 iShares Semiconductor ETF shares in Q1 2026, an estimated $382K.
iShares Semiconductor ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #476 holding.
CreativeOne Wealth first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 21 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.