Principal Securities’s iShares Semiconductor ETF SOXX Stock Holding History

Principal Securities’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	$1.68M	Sell	5,122 -58	-1%	-$19.8K	0.02%	556
2025 Q4	$1.56M	Sell	5,180 -76	-1%	-$22.4K	0.02%	551
2025 Q3	$1.43M	Buy	5,256 +120	+2%	+$29.9K	0.02%	546
2025 Q2	$1.23M	Sell	5,136 -479	-9%	-$96K	0.02%	557
2025 Q1	$1.21M	Buy	5,615 +45	+0.8%	+$9.61K	0.03%	486
2024 Q4	$1.2M	Buy	5,570 +1,028	+23%	+$229K	0.03%	485
2024 Q3	$1.05M	Sell	4,542 -3,071	-40%	-$705K	0.03%	514
2024 Q2	$1.88M	Buy	7,613 +4,926	+183%	+$1.13M	0.05%	316
2024 Q1	$607K	Buy	2,687 +1,010	+60%	+$210K	0.02%	595
2023 Q4	$322K	Buy	+1,677	New	+$281K	0.01%	767

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

Principal Securities's SOXX Position: Q1 2026 in Review

Principal Securities reduced its iShares Semiconductor ETF (SOXX) stake by 1.1% in Q1 2026, selling an estimated $19.8K and leaving 5,122 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #556.

Principal Securities first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.88M in Q2 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Principal Securities held 5,122 shares of iShares Semiconductor ETF worth $1.68M as of Q1 2026.
Principal Securities sold 58 iShares Semiconductor ETF shares in Q1 2026, an estimated $19.8K.
iShares Semiconductor ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #556 holding.
Principal Securities first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Semiconductor ETF position peaked at $1.88M in Q2 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.