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Saxony Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Saxony Capital 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
Q2 		$204K Buy
+319
New +$162K 0.09% 180

Other funds holding SOXX

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WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Saxony Capital Management's SOXX Position: Q2 2026 in Review

Saxony Capital Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 319 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #180 among its holdings.

279 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Saxony Capital Management held 319 shares of iShares Semiconductor ETF worth $204K as of Q2 2026.
  • iShares Semiconductor ETF was a new Saxony Capital Management position in Q2 2026.
  • iShares Semiconductor ETF made up 0.09% of Saxony Capital Management's portfolio in Q2 2026, its #180 holding.
  • 279 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.