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Regal Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Regal Investment 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
Q1 		$772K Buy
2,349
+562
+31% +$192K 0.04% 344
2025
Q4 		$538K Buy
1,787
+488
+38% +$144K 0.03% 406
2025
Q3 		$352K Buy
1,299
+29
+2% +$7.23K 0.02% 439
2025
Q2 		$303K Buy
+1,270
New +$255K 0.02% 422
2024
Q3 		– Sell
-1,306
Closed -$322K – 567
2024
Q2 		$322K Sell
1,306
-56
-4% -$12.8K 0.02% 446
2024
Q1 		$308K Sell
1,362
-441
-24% -$91.7K 0.02% 458
2023
Q4 		$346K Buy
1,803
+39
+2% +$6.54K 0.03% 395
2023
Q3 		$278K Sell
1,764
-240
-12% -$40K 0.02% 404
2023
Q2 		$339K Buy
2,004
+66
+3% +$9.9K 0.03% 372
2023
Q1 		$287K Sell
1,938
-960
-33% -$131K 0.03% 407
2022
Q4 		$336K Sell
2,898
-261
-8% -$30.3K 0.03% 356
2022
Q3 		$336K Buy
3,159
+234
+8% +$29.3K 0.04% 338
2022
Q2 		$341K Sell
2,925
-120
-4% -$16.2K 0.04% 353
2022
Q1 		$481K Buy
3,045
+672
+28% +$108K 0.04% 317
2021
Q4 		$429K Sell
2,373
-759
-24% -$127K 0.04% 357
2021
Q3 		$465K Buy
3,132
+129
+4% +$19.6K 0.05% 337
2021
Q2 		$455K Buy
+3,003
New +$430K 0.05% 348
2021
Q1 		– Sell
-27,870
Closed -$3.52M – 363
2020
Q4 		$3.52M Buy
+27,870
New +$3.2M 0.4% 67
2020
Q3 		– Sell
-18,132
Closed -$1.64M – 241
2020
Q2 		$1.64M Buy
+18,132
New +$1.47M 0.3% 84

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Regal Investment Advisors's SOXX Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Semiconductor ETF (SOXX) stake by 31% in Q1 2026, buying an estimated $192K and bringing the position to 2,349 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #344.

Regal Investment Advisors first reported a position in SOXX in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.52M in Q4 2020. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Regal Investment Advisors held 2,349 shares of iShares Semiconductor ETF worth $772K as of Q1 2026.
  • Regal Investment Advisors bought 562 iShares Semiconductor ETF shares in Q1 2026, an estimated $192K.
  • iShares Semiconductor ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #344 holding.
  • Regal Investment Advisors first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 19 quarters since.
  • Regal Investment Advisors's iShares Semiconductor ETF position peaked at $3.52M in Q4 2020.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.