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Triad Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Triad Wealth Partners’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 		$245K Sell
745
-217
-23% -$74.1K 0.02% 432
2025
Q4 		$290K Buy
+962
New +$284K 0.03% 390
2024
Q3 		– Sell
-306
Closed -$75.5K – 775
2024
Q2 		$75.5K Buy
+306
New +$70K 0.04% 175

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

Triad Wealth Partners's SOXX Position: Q1 2026 in Review

Triad Wealth Partners reduced its iShares Semiconductor ETF (SOXX) stake by 23% in Q1 2026, selling an estimated $74.1K and leaving 745 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #432.

Triad Wealth Partners first reported a position in SOXX in Q2 2024 and has held it in 3 quarters since. The position peaked at $290K in Q4 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Triad Wealth Partners held 745 shares of iShares Semiconductor ETF worth $245K as of Q1 2026.
  • Triad Wealth Partners sold 217 iShares Semiconductor ETF shares in Q1 2026, an estimated $74.1K.
  • iShares Semiconductor ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #432 holding.
  • Triad Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's iShares Semiconductor ETF position peaked at $290K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.