CX Institutional
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CX Institutional’s iShares Semiconductor ETF SOXX Stock Holding History

CX 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
Q3 		$111K Buy
195
+8
+4% +$4.28K ﹤0.01% 857
2026
Q2 		$120K Buy
187
+8
+4% +$4.06K ﹤0.01% 829
2026
Q1 		$59K Sell
179
-23
-11% -$7.85K ﹤0.01% 946
2025
Q4 		$61K Buy
202
+5
+3% +$1.47K ﹤0.01% 940
2025
Q3 		$53K Sell
197
-1,713
-90% -$427K ﹤0.01% 926
2025
Q2 		$456K Buy
1,910
+1,874
+5,206% +$376K 0.02% 392
2025
Q1 		$7K Buy
+36
New +$7.69K ﹤0.01% 1046
2024
Q4 		– Sell
-1,782
Closed -$411K – 587
2024
Q3 		$411K Sell
1,782
-63
-3% -$14.5K 0.02% 398
2024
Q2 		$455K Sell
1,845
-47
-2% -$10.8K 0.02% 382
2024
Q1 		$427K Buy
1,892
+1,865
+6,907% +$388K 0.02% 386
2023
Q4 		$5.18K Buy
+27
New +$4.53K ﹤0.01% 522
2022
Q4 		– Sell
-27,339
Closed -$2.9M – 566
2022
Q3 		$2.9M Buy
27,339
+10,071
+58% +$1.26M 0.2% 126
2022
Q2 		$2.01M Sell
17,268
-2,922
-14% -$394K 0.15% 168
2022
Q1 		$3.18M Sell
20,190
-2,562
-11% -$410K 0.26% 109
2021
Q4 		$4.11M Buy
22,752
+6,873
+43% +$1.15M 0.33% 96
2021
Q3 		$2.36M Sell
15,879
-1,056
-6% -$161K 0.19% 125
2021
Q2 		$2.56M Sell
16,935
-27
-0.2% -$3.86K 0.21% 115
2021
Q1 		$2.4M Sell
16,962
-2,862
-14% -$392K 0.21% 116
2020
Q4 		$2.51M Buy
19,824
+1,794
+10% +$206K 0.24% 127
2020
Q3 		$1.83M Sell
18,030
-3,978
-18% -$389K 0.2% 137
2020
Q2 		$1.99M Sell
22,008
-4,044
-16% -$327K 0.26% 101
2020
Q1 		$1.78M Buy
+26,052
New +$2.06M 0.29% 72
2019
Q4 		– Sell
-354
Closed -$25K – 765
2019
Q3 		$25K Buy
+354
New +$24.4K ﹤0.01% 353
2019
Q1 		– Sell
-15
Closed -$1K – 818
2018
Q4 		$1K Sell
15
-11,097
-100% -$609K ﹤0.01% 513
2018
Q3 		$685K Buy
+11,112
New +$686K 0.23% 95

Other funds holding SOXX

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

CX Institutional's SOXX Position: Q3 2026 in Review

CX Institutional increased its iShares Semiconductor ETF (SOXX) stake by 4.3% in Q3 2026, buying an estimated $4.28K and bringing the position to 195 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

CX Institutional first reported a position in SOXX in Q3 2018 and has held it in 25 quarters since. The position peaked at $4.11M in Q4 2021. 357 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • CX Institutional held 195 shares of iShares Semiconductor ETF worth $111K as of Q3 2026.
  • CX Institutional bought 8 iShares Semiconductor ETF shares in Q3 2026, an estimated $4.28K.
  • iShares Semiconductor ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #857 holding.
  • CX Institutional first reported a position in iShares Semiconductor ETF in Q3 2018 and has held it in 25 quarters since.
  • CX Institutional's iShares Semiconductor ETF position peaked at $4.11M in Q4 2021.
  • 357 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.