Prosperity Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Prosperity Financial 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
2025 Q4	–	Sell	-780	Closed	-$211K	–	206
2025 Q3	$211K	Buy	+780	New	+$195K	0.08%	162
2025 Q1	–	Sell	-6,352	Closed	-$1.37M	–	194
2024 Q4	$1.37M	Buy	6,352 +130	+2%	+$29K	0.68%	43
2024 Q3	$1.43M	Sell	6,222 -191	-3%	-$43.9K	0.8%	36
2024 Q2	$1.58M	Buy	6,413 +857	+15%	+$196K	1%	31
2024 Q1	$1.26M	Sell	5,556 -1,950	-26%	-$405K	0.78%	38
2023 Q4	$1.44M	Buy	7,506 +471	+7%	+$79K	1%	23
2023 Q3	$1.11M	Buy	7,035 +126	+2%	+$21K	0.92%	29
2023 Q2	$1.17M	Sell	6,909 -447	-6%	-$67K	1.03%	27
2023 Q1	$1.09M	Sell	7,356 -681	-8%	-$92.8K	1.1%	24
2022 Q4	$932K	Buy	+8,037	New	+$933K	1.01%	24

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Prosperity Financial Group's SOXX Position: Q4 2025 in Review

Prosperity Financial Group sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 780 shares — an estimated $211K sold.

Prosperity Financial Group first reported a position in SOXX in Q4 2022 and held it in 10 quarters. The position peaked at $1.58M in Q2 2024. 877 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Prosperity Financial Group reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Financial Group sold 780 iShares Semiconductor ETF shares in Q4 2025, an estimated $211K.
Prosperity Financial Group first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 10 quarters.
Prosperity Financial Group's iShares Semiconductor ETF position peaked at $1.58M in Q2 2024.
877 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Prosperity Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.