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	0.69%	43
2024 Q3	$1.43M	Sell	6,222 -191	-3%	-$43.9K	0.81%	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 $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return