Juncture Wealth Strategies’s Kulicke & Soffa KLIC Stock Holding History

Juncture Wealth Strategies’s Portfolio KLIC Stock Details KLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$346K	Sell	3,667 -950	-21%	-$88.4K	0.09%	140
2026 Q2	$618K	Buy	+4,617	New	+$452K	0.16%	98
2022 Q3	–	Sell	-9,703	Closed	-$415K	–	112
2022 Q2	$415K	Sell	9,703 -1,424	-13%	-$70.5K	0.2%	76
2022 Q1	$623K	Buy	11,127 +1,965	+21%	+$108K	0.3%	67
2021 Q4	$555K	Buy	9,162 +1,338	+17%	+$76.5K	0.26%	76
2021 Q3	$456K	Buy	7,824 +1,334	+21%	+$83.1K	0.24%	78
2021 Q2	$456K	Buy	+6,490	New	+$349K	0.26%	75
2018 Q4	–	Sell	-11,851	Closed	-$283K	–	107
2018 Q3	$283K	Buy	+11,851	New	+$307K	0.15%	94

Other funds holding KLIC

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies's KLIC Position: Q3 2026 in Review

Juncture Wealth Strategies reduced its Kulicke & Soffa (KLIC) stake by 21% in Q3 2026, selling an estimated $88.4K and leaving 3,667 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #140.

Juncture Wealth Strategies first reported a position in KLIC in Q3 2018 and has held it in 8 quarters since. The position peaked at $623K in Q1 2022. 17 funds tracked by Wall St. Rank hold KLIC as of Q3 2026.

Juncture Wealth Strategies held 3,667 shares of Kulicke & Soffa worth $346K as of Q3 2026.
Juncture Wealth Strategies sold 950 Kulicke & Soffa shares in Q3 2026, an estimated $88.4K.
Kulicke & Soffa made up 0.09% of Juncture Wealth Strategies's portfolio in Q3 2026, its #140 holding.
Juncture Wealth Strategies first reported a position in Kulicke & Soffa in Q3 2018 and has held it in 8 quarters since.
Juncture Wealth Strategies's Kulicke & Soffa position peaked at $623K in Q1 2022.
17 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.