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Lokken Investment Group’s iShares Semiconductor ETF SOXX Stock Holding History

Lokken Investment Group’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
2024
Q4 		– Sell
-7,338
Closed -$1.69M – 155
2024
Q3 		$1.69M Buy
7,338
+142
+2% +$32.6K 0.71% 38
2024
Q2 		$1.77M Buy
7,196
+1,240
+21% +$284K 0.83% 30
2024
Q1 		$1.35M Buy
+5,956
New +$1.24M 0.67% 37

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lokken Investment Group's SOXX Position: Q4 2024 in Review

Lokken Investment Group sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 7,338 shares — an estimated $1.69M sold.

Lokken Investment Group first reported a position in SOXX in Q1 2024 and held it in 3 quarters. The position peaked at $1.77M in Q2 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Lokken Investment Group reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 7,338 iShares Semiconductor ETF shares in Q4 2024, an estimated $1.69M.
  • Lokken Investment Group first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 3 quarters.
  • Lokken Investment Group's iShares Semiconductor ETF position peaked at $1.77M in Q2 2024.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.