Trivium Point Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Trivium Point Advisory’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	$3.31M	Buy	+5,167	New	+$2.62M	0.3%	84
2025 Q2	–	Sell	-7,322	Closed	-$1.38M	–	360
2025 Q1	$1.38M	Buy	7,322 +188	+3%	+$40.1K	0.17%	139
2024 Q4	$1.54M	Buy	7,134 +363	+5%	+$81K	0.19%	131
2024 Q3	$1.48M	Buy	+6,771	New	+$1.56M	0.21%	127
2022 Q2	–	Sell	-1,467	Closed	-$215K	–	232
2022 Q1	$215K	Buy	1,467 +72	+5%	+$11.5K	0.05%	212
2021 Q4	$252K	Buy	+1,395	New	+$234K	0.05%	208
2020 Q2	–	Sell	-3,048	Closed	-$226K	–	167
2020 Q1	$226K	Sell	3,048 -72	-2%	-$5.7K	0.12%	126
2019 Q4	$261K	Sell	3,120 -915	-23%	-$70.3K	0.1%	138
2019 Q3	$281K	Buy	4,035 +696	+21%	+$48K	0.13%	135
2019 Q2	$221K	Buy	+3,339	New	+$218K	0.1%	150

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

Trivium Point Advisory's SOXX Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 5,167 shares worth $3.31M. The stake represents 0.3% of the portfolio and ranks #84 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in SOXX as recently as Q1 2025.

Trivium Point Advisory first reported a position in SOXX in Q2 2019 and has held it in 10 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Trivium Point Advisory held 5,167 shares of iShares Semiconductor ETF worth $3.31M as of Q2 2026.
iShares Semiconductor ETF was a new Trivium Point Advisory position in Q2 2026.
iShares Semiconductor ETF made up 0.3% of Trivium Point Advisory's portfolio in Q2 2026, its #84 holding.
Trivium Point Advisory first reported a position in iShares Semiconductor ETF in Q2 2019 and has held it in 10 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.