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

Triumph 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	$41.7K	Buy	65 +20	+44%	+$10.2K	0.01%	724
2026 Q1	$14.8K	Sell	45 -22	-33%	-$7.51K	﹤0.01%	981
2025 Q4	$20.2K	Buy	+67	New	+$19.8K	﹤0.01%	867
2022 Q4	–	Sell	-2,526	Closed	-$268K	–	243
2022 Q3	$268K	Buy	2,526 +438	+21%	+$54.9K	0.15%	144
2022 Q2	$243K	Buy	+2,088	New	+$282K	0.13%	163

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

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

Triumph Capital Management increased its iShares Semiconductor ETF (SOXX) stake by 44% in Q2 2026, buying an estimated $10.2K and bringing the position to 65 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #724.

Triumph Capital Management first reported a position in SOXX in Q2 2022 and has held it in 5 quarters since. The position peaked at $268K in Q3 2022. 279 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Triumph Capital Management held 65 shares of iShares Semiconductor ETF worth $41.7K as of Q2 2026.
Triumph Capital Management bought 20 iShares Semiconductor ETF shares in Q2 2026, an estimated $10.2K.
iShares Semiconductor ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #724 holding.
Triumph Capital Management first reported a position in iShares Semiconductor ETF in Q2 2022 and has held it in 5 quarters since.
Triumph Capital Management's iShares Semiconductor ETF position peaked at $268K in Q3 2022.
279 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.