Pinnacle Wealth Management Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

Pinnacle Wealth Management Advisory 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
2026 Q1	$1.16M	Hold	3,545	–	–	0.08%	161
2025 Q4	$1.07M	Buy	3,545 +1,909	+117%	+$563K	0.07%	164
2025 Q3	$444K	Buy	+1,636	New	+$408K	0.03%	249

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SOXX Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 3,545 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #161.

Pinnacle Wealth Management Advisory Group first reported a position in SOXX in Q3 2025 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 3,545 shares of iShares Semiconductor ETF worth $1.16M as of Q1 2026.
Pinnacle Wealth Management Advisory Group left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.08% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #161 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.