U.S. Capital Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

U.S. Capital 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	$2.97M	Buy	9,023 +2,876	+47%	+$982K	0.07%	265
2025 Q4	$1.85M	Sell	6,147 -212	-3%	-$62.5K	0.05%	352
2025 Q3	$1.72M	Sell	6,359 -438	-6%	-$109K	0.05%	365
2025 Q2	$1.62M	Sell	6,797 -976	-13%	-$196K	0.05%	338
2025 Q1	$1.46M	Buy	7,773 +605	+8%	+$129K	0.04%	350
2024 Q4	$1.54M	Buy	7,168 +627	+10%	+$140K	0.05%	347
2024 Q3	$1.51M	Sell	6,541 -1,022	-14%	-$235K	0.05%	293
2024 Q2	$1.87M	Sell	7,563 -2,367	-24%	-$542K	0.07%	253
2024 Q1	$2.24M	Sell	9,930 -15,906	-62%	-$3.31M	0.09%	213
2023 Q4	$4.96M	Sell	25,836 -3,423	-12%	-$574K	0.2%	118
2023 Q3	$4.62M	Sell	29,259 -6,384	-18%	-$1.06M	0.21%	107
2023 Q2	$6.03M	Buy	35,643 +2,199	+7%	+$330K	0.29%	89
2023 Q1	$4.96M	Buy	33,444 +1,146	+4%	+$156K	0.23%	98
2022 Q4	$3.75M	Buy	32,298 +24,201	+299%	+$2.81M	0.17%	126
2022 Q3	$860K	Buy	8,097 +5,655	+232%	+$709K	0.04%	344
2022 Q2	$285K	Buy	2,442 +939	+62%	+$127K	0.01%	565
2022 Q1	$237K	Sell	1,503 -222	-13%	-$35.6K	0.01%	643
2021 Q4	$312K	Sell	1,725 -33	-2%	-$5.53K	0.01%	593
2021 Q3	$261K	Buy	+1,758	New	+$267K	0.01%	637

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's SOXX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 47% in Q1 2026, buying an estimated $982K and bringing the position to 9,023 shares worth $2.97M. The position accounts for 0.07% of the portfolio, ranked #265.

U.S. Capital Wealth Advisors first reported a position in SOXX in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.03M in Q2 2023. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

U.S. Capital Wealth Advisors held 9,023 shares of iShares Semiconductor ETF worth $2.97M as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,876 iShares Semiconductor ETF shares in Q1 2026, an estimated $982K.
iShares Semiconductor ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #265 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares Semiconductor ETF position peaked at $6.03M in Q2 2023.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.