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Opal Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Opal Wealth 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
2026
Q2 		– Sell
-179
Closed -$58.8K – 529
2026
Q1 		$58.8K Buy
+179
New +$61.1K 0.01% 374
2025
Q3 		– Sell
-107
Closed -$25.5K – 493
2025
Q2 		$25.5K Sell
107
-50
-32% -$10K 0.01% 507
2025
Q1 		$29.5K Buy
+157
New +$33.5K 0.01% 446
2024
Q3 		– Sell
-182
Closed -$44.9K – 1019
2024
Q2 		$44.9K Buy
+182
New +$41.7K 0.01% 369

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Opal Wealth Advisors's SOXX Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2026, closing a stake of 179 shares — an estimated $58.8K sold.

Opal Wealth Advisors first reported a position in SOXX in Q2 2024 and held it in 4 quarters. The position peaked at $58.8K in Q1 2026. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 179 iShares Semiconductor ETF shares in Q2 2026, an estimated $58.8K.
  • Opal Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's iShares Semiconductor ETF position peaked at $58.8K in Q1 2026.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.