United Capital Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

United Capital Financial 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	$5.28M	Sell	16,049 -1,867	-10%	-$637K	0.03%	353
2025 Q4	$5.4M	Buy	17,916 +2,750	+18%	+$811K	0.03%	343
2025 Q3	$4.11M	Sell	15,166 -726	-5%	-$181K	0.03%	331
2025 Q2	$3.79M	Sell	15,892 -2,937	-16%	-$589K	0.03%	318
2025 Q1	$3.54M	Sell	18,829 -1,257	-6%	-$268K	0.03%	322
2024 Q4	$4.33M	Sell	20,086 -1,921	-9%	-$429K	0.04%	285
2024 Q3	$5.07M	Sell	22,007 -251	-1%	-$57.7K	0.04%	262
2024 Q2	$5.49M	Sell	22,258 -3,403	-13%	-$779K	0.05%	248
2024 Q1	$5.8M	Sell	25,661 -21,289	-45%	-$4.43M	0.05%	259
2023 Q4	$9.02M	Sell	46,950 -115,143	-71%	-$19.3M	0.07%	201
2023 Q3	$25.6M	Sell	162,093 -6,003	-4%	-$1,000K	0.17%	122
2023 Q2	$28.4M	Sell	168,096 -3,654	-2%	-$548K	0.16%	122
2023 Q1	$25.5M	Sell	171,750 -9,816	-5%	-$1.34M	0.14%	138
2022 Q4	$21.1M	Sell	181,566 -1,707	-0.9%	-$198K	0.12%	169
2022 Q3	$19.5M	Sell	183,273 -6,285	-3%	-$788K	0.12%	166
2022 Q2	$22.1M	Sell	189,558 -3,039	-2%	-$410K	0.12%	161
2022 Q1	$30.4M	Sell	192,597 -1,272	-0.7%	-$204K	0.15%	140
2021 Q4	$35M	Sell	193,869 -4,134	-2%	-$693K	0.16%	131
2021 Q3	$29.4M	Sell	198,003 -378	-0.2%	-$57.5K	0.15%	142
2021 Q2	$30M	Buy	198,381 +549	+0.3%	+$78.6K	0.15%	141
2021 Q1	$28M	Buy	197,832 +342	+0.2%	+$46.8K	0.15%	144
2020 Q4	$25M	Sell	197,490 -3,081	-2%	-$354K	0.15%	155
2020 Q3	$20.4M	Sell	200,571 -4,542	-2%	-$444K	0.13%	168
2020 Q2	$18.5M	Sell	205,113 -6,576	-3%	-$532K	0.13%	170
2020 Q1	$14.5M	Sell	211,689 -957	-0.5%	-$75.8K	0.12%	190
2019 Q4	$17.8M	Sell	212,646 -3,141	-1%	-$241K	0.11%	220
2019 Q3	$15.2M	Sell	215,787 -5,001	-2%	-$345K	0.11%	230
2019 Q2	$14.6M	Sell	220,788 -8,022	-4%	-$524K	0.1%	231
2019 Q1	$14.5M	Sell	228,810 -6,960	-3%	-$411K	0.1%	226
2018 Q4	$12.3M	Sell	235,770 -1,374	-0.6%	-$75.4K	0.1%	224
2018 Q3	$14.6M	Buy	237,144 +1,380	+0.6%	+$85.2K	0.1%	218
2018 Q2	$14M	Buy	235,764 +1,830	+0.8%	+$111K	0.1%	215
2018 Q1	$14M	Sell	233,934 -6,906	-3%	-$421K	0.11%	213
2017 Q4	$13.6M	Sell	240,840 -6,897	-3%	-$392K	0.11%	228
2017 Q3	$13.1M	Sell	247,737 -6,429	-3%	-$320K	0.11%	222
2017 Q2	$11.9M	Sell	254,166 -3,978	-2%	-$188K	0.11%	229
2017 Q1	$11.8M	Sell	258,144 -8,667	-3%	-$378K	0.11%	222
2016 Q4	$10.9M	Sell	266,811 -8,154	-3%	-$315K	0.11%	229
2016 Q3	$10.4M	Sell	274,965 -3,438	-1%	-$120K	0.1%	247
2016 Q2	$8.72M	Buy	278,403 +987	+0.4%	+$30.1K	0.09%	271
2016 Q1	$8.47M	Sell	277,416 -1,434	-0.5%	-$40.2K	0.09%	238
2015 Q4	$8.35M	Buy	278,850 +825	+0.3%	+$24.6K	0.1%	241
2015 Q3	$7.55M	Sell	278,025 -2,400	-0.9%	-$68.2K	0.09%	234
2015 Q2	$8.61M	Sell	280,425 -7,098	-2%	-$227K	0.1%	244
2015 Q1	$8.89M	Buy	+287,523	New	+$8.98M	0.11%	234

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

United Capital Financial Advisors's SOXX Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 10% in Q1 2026, selling an estimated $637K and leaving 16,049 shares worth $5.28M. The position accounts for 0.03% of the portfolio, ranked #353.

United Capital Financial Advisors first reported a position in SOXX in Q1 2015 and has held it in 45 quarters since. The position peaked at $35M in Q4 2021. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

United Capital Financial Advisors held 16,049 shares of iShares Semiconductor ETF worth $5.28M as of Q1 2026.
United Capital Financial Advisors sold 1,867 iShares Semiconductor ETF shares in Q1 2026, an estimated $637K.
iShares Semiconductor ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #353 holding.
United Capital Financial Advisors first reported a position in iShares Semiconductor ETF in Q1 2015 and has held it in 45 quarters since.
United Capital Financial Advisors's iShares Semiconductor ETF position peaked at $35M in Q4 2021.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.