Prosperity Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Prosperity Capital 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	$5.63M	Sell	8,794 -1,550	-15%	-$787K	0.28%	68
2026 Q1	$3.4M	Sell	10,344 -11,959	-54%	-$4.08M	0.19%	88
2025 Q4	$6.72M	Sell	22,303 -3,240	-13%	-$955K	0.4%	45
2025 Q3	$6.93M	Buy	25,543 +8,185	+47%	+$2.04M	0.4%	49
2025 Q2	$4.14M	Buy	17,358 +8,367	+93%	+$1.68M	0.27%	76
2025 Q1	$1.69M	Sell	8,991 -1,010	-10%	-$216K	0.13%	116
2024 Q4	$2.16M	Sell	10,001 -441	-4%	-$98.4K	0.18%	98
2024 Q3	$2.41M	Sell	10,442 -52	-0.5%	-$11.9K	0.2%	87
2024 Q2	$2.59M	Sell	10,494 -183	-2%	-$41.9K	0.29%	69
2024 Q1	$2.41M	Sell	10,677 -309	-3%	-$64.2K	0.29%	62
2023 Q4	$2.11M	Sell	10,986 -801	-7%	-$134K	0.23%	57
2023 Q3	$1.86M	Sell	11,787 -624	-5%	-$104K	0.25%	54
2023 Q2	$2.1M	Buy	12,411 +138	+1%	+$20.7K	0.29%	56
2023 Q1	$1.82M	Sell	12,273 -432	-3%	-$58.9K	0.28%	55
2022 Q4	$1.47M	Buy	+12,705	New	+$1.47M	0.45%	47

Other funds holding SOXX

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Prosperity Capital Advisors's SOXX Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 15% in Q2 2026, selling an estimated $787K and leaving 8,794 shares worth $5.63M. The position accounts for 0.28% of the portfolio, ranked #68.

Prosperity Capital Advisors first reported a position in SOXX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.93M in Q3 2025. 219 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Prosperity Capital Advisors held 8,794 shares of iShares Semiconductor ETF worth $5.63M as of Q2 2026.
Prosperity Capital Advisors sold 1,550 iShares Semiconductor ETF shares in Q2 2026, an estimated $787K.
iShares Semiconductor ETF made up 0.28% of Prosperity Capital Advisors's portfolio in Q2 2026, its #68 holding.
Prosperity Capital Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's iShares Semiconductor ETF position peaked at $6.93M in Q3 2025.
219 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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