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 Q2	$2.61M	Sell	4,072 -846	-17%	-$430K	0.14%	140
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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratos Wealth Advisors's SOXX Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 17% in Q2 2026, selling an estimated $430K and leaving 4,072 shares worth $2.61M. The position accounts for 0.14% of the portfolio, ranked #140.

Stratos Wealth Advisors first reported a position in SOXX in Q4 2022 and has held it in 15 quarters since. 1,186 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Stratos Wealth Advisors held 4,072 shares of iShares Semiconductor ETF worth $2.61M as of Q2 2026.
Stratos Wealth Advisors sold 846 iShares Semiconductor ETF shares in Q2 2026, an estimated $430K.
iShares Semiconductor ETF made up 0.14% of Stratos Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Stratos Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
1,186 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.