Leo Wealth LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Leo Wealth LLC’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 Q1	$242K	Buy	+737	New	+$252K	0.02%	399
2025 Q3	–	Sell	-917	Closed	-$211K	–	377
2025 Q2	$211K	Buy	+917	New	+$184K	0.02%	366
2024 Q4	–	Sell	-887	Closed	-$205K	–	377
2024 Q3	$205K	Sell	887 -223	-20%	-$51.2K	0.02%	328
2024 Q2	$274K	Buy	1,110 +225	+25%	+$51.5K	0.03%	281
2024 Q1	$201K	Buy	+885	New	+$184K	0.02%	321

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Leo Wealth LLC's SOXX Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 737 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #399 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in SOXX as recently as Q2 2025.

Leo Wealth LLC first reported a position in SOXX in Q1 2024 and has held it in 5 quarters since. The position peaked at $274K in Q2 2024. 931 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Leo Wealth LLC held 737 shares of iShares Semiconductor ETF worth $242K as of Q1 2026.
iShares Semiconductor ETF was a new Leo Wealth LLC position in Q1 2026.
iShares Semiconductor ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #399 holding.
Leo Wealth LLC first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 5 quarters since.
Leo Wealth LLC's iShares Semiconductor ETF position peaked at $274K in Q2 2024.
931 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.