SWA
SOXX icon

Stratos Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Stratos Wealth 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 		$1.62M Sell
4,918
-112
-2% -$38.2K 0.1% 201
2025
Q4 		$1.51M Buy
5,030
+2,895
+136% +$854K 0.07% 255
2025
Q3 		$579K Buy
2,135
+36
+2% +$8.98K 0.03% 429
2025
Q2 		$501K Buy
2,099
+90
+4% +$18K 0.03% 453
2025
Q1 		$378K Buy
2,009
+116
+6% +$24.8K 0.02% 499
2024
Q4 		$408K Sell
1,893
-2,603
-58% -$581K 0.02% 521
2024
Q3 		$1.04M Sell
4,496
-370
-8% -$85K 0.05% 346
2024
Q2 		$1.2M Buy
4,866
+235
+5% +$53.8K 0.06% 303
2024
Q1 		$1.05M Buy
4,631
+47
+1% +$9.77K 0.06% 317
2023
Q4 		$881K Hold
4,584
– – 0.05% 351
2023
Q3 		$724K Buy
4,584
+486
+12% +$80.9K 0.05% 367
2023
Q2 		$693K Buy
4,098
+645
+19% +$96.7K 0.05% 368
2023
Q1 		$512K Buy
3,453
+396
+13% +$54K 0.04% 415
2022
Q4 		$355K Buy
+3,057
New +$355K 0.03% 445

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

Stratos Wealth Advisors's SOXX Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 2.2% in Q1 2026, selling an estimated $38.2K and leaving 4,918 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #201.

Stratos Wealth Advisors first reported a position in SOXX in Q4 2022 and has held it in 14 quarters since. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Stratos Wealth Advisors held 4,918 shares of iShares Semiconductor ETF worth $1.62M as of Q1 2026.
  • Stratos Wealth Advisors sold 112 iShares Semiconductor ETF shares in Q1 2026, an estimated $38.2K.
  • iShares Semiconductor ETF made up 0.1% of Stratos Wealth Advisors's portfolio in Q1 2026, its #201 holding.
  • Stratos Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 14 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.