UBS Group
SOXY

UBS Group’s YieldMax Target 12 Semiconductor Option Income ETF SOXY Stock Holding History

UBS Group’s Portfolio SOXY Stock Details SOXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,885
Closed -$106K – 11410
2025
Q3 		$106K Buy
1,885
+724
+62% +$38.5K ﹤0.01% 7082
2025
Q2 		$61K Buy
1,161
+817
+238% +$37K ﹤0.01% 7608
2025
Q1 		$14.7K Buy
344
+256
+291% +$12.4K ﹤0.01% 8414
2024
Q4 		$4.36K Buy
+88
New +$4.4K ﹤0.01% 8758

Other funds holding SOXY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's SOXY Position: Q4 2025 in Review

UBS Group sold out of YieldMax Target 12 Semiconductor Option Income ETF (SOXY) in Q4 2025, closing a stake of 1,885 shares — an estimated $106K sold.

UBS Group first reported a position in SOXY in Q4 2024 and held it in 4 quarters. The position peaked at $106K in Q3 2025. 9 funds tracked by Wall St. Rank hold SOXY as of Q4 2025.

  • UBS Group reported no remaining YieldMax Target 12 Semiconductor Option Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 1,885 YieldMax Target 12 Semiconductor Option Income ETF shares in Q4 2025, an estimated $106K.
  • UBS Group first reported a position in YieldMax Target 12 Semiconductor Option Income ETF in Q4 2024 and held it in 4 quarters.
  • UBS Group's YieldMax Target 12 Semiconductor Option Income ETF position peaked at $106K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held YieldMax Target 12 Semiconductor Option Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.