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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
Q2 		$4.49M Buy
7,008
+2,996
+75% +$1.52M 0.1% 188
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CreativeOne Wealth's SOXX Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares Semiconductor ETF (SOXX) stake by 75% in Q2 2026, buying an estimated $1.52M and bringing the position to 7,008 shares worth $4.49M. The position accounts for 0.1% of the portfolio, ranked #188.

CreativeOne Wealth first reported a position in SOXX in Q2 2020 and has held it in 22 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • CreativeOne Wealth held 7,008 shares of iShares Semiconductor ETF worth $4.49M as of Q2 2026.
  • CreativeOne Wealth bought 2,996 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.52M.
  • iShares Semiconductor ETF made up 0.1% of CreativeOne Wealth's portfolio in Q2 2026, its #188 holding.
  • CreativeOne Wealth first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.