Optivise Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Optivise Advisory Services’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	$287K	Buy	+448	New	+$227K	0.15%	164

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Optivise Advisory Services's SOXX Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 448 shares worth $287K. The stake represents 0.15% of the portfolio and ranks #164 among its holdings.

379 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Optivise Advisory Services held 448 shares of iShares Semiconductor ETF worth $287K as of Q2 2026.
iShares Semiconductor ETF was a new Optivise Advisory Services position in Q2 2026.
iShares Semiconductor ETF made up 0.15% of Optivise Advisory Services's portfolio in Q2 2026, its #164 holding.
379 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.