Krilogy Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Krilogy Financial’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	$6.63M	Buy	36,510 +1,737	+5%	+$310K	0.18%	90
2026 Q2	$7.43M	Buy	34,773 +741	+2%	+$125K	0.22%	83
2026 Q1	$4.61M	Buy	34,032 +1,455	+4%	+$166K	0.15%	119
2025 Q4	$3.73M	Buy	32,577 +2,085	+7%	+$205K	0.13%	137
2025 Q3	$3.1M	Buy	+30,492	New	+$2.54M	0.12%	142

Other funds holding SOXX

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Krilogy Financial's SOXX Position: Q3 2026 in Review

Krilogy Financial increased its iShares Semiconductor ETF (SOXX) stake by 5% in Q3 2026, buying an estimated $310K and bringing the position to 36,510 shares worth $6.63M. The position accounts for 0.18% of the portfolio, ranked #90.

Krilogy Financial first reported a position in SOXX in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.43M in Q2 2026. 1,072 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Krilogy Financial held 36,510 shares of iShares Semiconductor ETF worth $6.63M as of Q3 2026.
Krilogy Financial bought 1,737 iShares Semiconductor ETF shares in Q3 2026, an estimated $310K.
iShares Semiconductor ETF made up 0.18% of Krilogy Financial's portfolio in Q3 2026, its #90 holding.
Krilogy Financial first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
Krilogy Financial's iShares Semiconductor ETF position peaked at $7.43M in Q2 2026.
1,072 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.