Cyndeo Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Cyndeo Wealth Partners’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	$2.3M	Buy	3,591 +37	+1%	+$18.8K	0.11%	176
2026 Q1	$1.17M	Sell	3,554 -138	-4%	-$47.1K	0.06%	221
2025 Q4	$1.11M	Buy	3,692 +62	+2%	+$18.3K	0.06%	226
2025 Q3	$984K	Sell	3,630 -104	-3%	-$25.9K	0.05%	237
2025 Q2	$891K	Buy	3,734 +4	+0.1%	+$802	0.05%	241
2025 Q1	$702K	Buy	3,730 +26	+0.7%	+$5.55K	0.05%	255
2024 Q4	$798K	Buy	3,704 +54	+1%	+$12K	0.05%	240
2024 Q3	$842K	Buy	+3,650	New	+$838K	0.06%	234

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Cyndeo Wealth Partners's SOXX Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 1% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,591 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #176.

Cyndeo Wealth Partners first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. 329 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Cyndeo Wealth Partners held 3,591 shares of iShares Semiconductor ETF worth $2.3M as of Q2 2026.
Cyndeo Wealth Partners bought 37 iShares Semiconductor ETF shares in Q2 2026, an estimated $18.8K.
iShares Semiconductor ETF made up 0.11% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #176 holding.
Cyndeo Wealth Partners first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
329 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.