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

PKS 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 Q1	–	Sell	-1,036	Closed	-$312K	–	259
2025 Q4	$312K	Sell	1,036 -352	-25%	-$104K	0.07%	188
2025 Q3	$376K	Buy	1,388 +347	+33%	+$86.5K	0.08%	176
2025 Q2	$249K	Sell	1,041 -396	-28%	-$79.4K	0.06%	229
2025 Q1	$270K	Buy	1,437 +92	+7%	+$19.6K	0.07%	200
2024 Q4	$290K	Buy	+1,345	New	+$300K	0.07%	192

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

PKS Advisory Services's SOXX Position: Q1 2026 in Review

PKS Advisory Services sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 1,036 shares — an estimated $312K sold.

PKS Advisory Services first reported a position in SOXX in Q4 2024 and held it in 5 quarters. The position peaked at $376K in Q3 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

PKS Advisory Services reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
PKS Advisory Services sold 1,036 iShares Semiconductor ETF shares in Q1 2026, an estimated $312K.
PKS Advisory Services first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 5 quarters.
PKS Advisory Services's iShares Semiconductor ETF position peaked at $376K in Q3 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.