Maxele Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Maxele Advisors’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
2025 Q4	$3.31M	Buy	11,006 +156	+1%	+$46K	2.69%	11
2025 Q3	$2.94M	Buy	10,850 +74	+0.7%	+$18.5K	2.54%	11
2025 Q2	$2.57M	Buy	10,776 +243	+2%	+$48.7K	2.24%	12
2025 Q1	$1.98M	Sell	10,533 -166	-2%	-$35.4K	1.92%	16
2024 Q4	$2.31M	Buy	+10,699	New	+$2.39M	2.2%	15
2022 Q3	$1.08M	Sell	10,194 -198	-2%	-$24.8K	1.82%	13
2022 Q2	$1.21M	Sell	10,392 -1,083	-9%	-$146K	1.9%	13
2022 Q1	$1.81M	Sell	11,475 -2,040	-15%	-$327K	2.25%	11
2021 Q4	$2.44M	Buy	+13,515	New	+$2.27M	2.82%	10

Other funds holding SOXX

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return