Unique Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Unique Wealth’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 Q3	$342K	Buy	+601	New	+$322K	0.04%	171

Other funds holding SOXX

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Unique Wealth's SOXX Position: Q3 2026 in Review

Unique Wealth opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2026: 601 shares worth $342K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings.

225 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Unique Wealth held 601 shares of iShares Semiconductor ETF worth $342K as of Q3 2026.
iShares Semiconductor ETF was a new Unique Wealth position in Q3 2026.
iShares Semiconductor ETF made up 0.04% of Unique Wealth's portfolio in Q3 2026, its #171 holding.
225 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.