PTM Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

PTM Wealth Management’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	$541K	Buy	1,573 +1	+0.1%	+$341	0.29%	29
2025 Q4	$500K	Buy	1,572 +2	+0.1%	+$590	0.28%	28
2025 Q3	$453K	Buy	1,570 +3	+0.2%	+$748	0.27%	30
2025 Q2	$381K	Buy	1,567 +4	+0.3%	+$802	0.25%	30
2025 Q1	$242K	Buy	+1,563	New	+$334K	0.25%	35

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

PTM Wealth Management's SOXX Position: Q1 2026 in Review

PTM Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 0.06% in Q1 2026, buying an estimated $341 and bringing the position to 1,573 shares worth $541K. The position accounts for 0.29% of the portfolio, ranked #29.

PTM Wealth Management first reported a position in SOXX in Q1 2025 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

PTM Wealth Management held 1,573 shares of iShares Semiconductor ETF worth $541K as of Q1 2026.
PTM Wealth Management bought 1 iShares Semiconductor ETF share in Q1 2026, an estimated $341.
iShares Semiconductor ETF made up 0.29% of PTM Wealth Management's portfolio in Q1 2026, its #29 holding.
PTM Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 5 quarters since.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.