Wealth Enhancement Advisory Services
SOXX icon

Wealth Enhancement Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Wealth Enhancement Advisory Services’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 		$58.1K Buy
+100
New +$50.8K ﹤0.01% 3898

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's SOXX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Semiconductor ETF (SOXX) stake by 4.9% in Q2 2026, buying an estimated $1.43M and bringing the position to 60,324 shares worth $35.1M. The position accounts for 0.06% of the portfolio, ranked #287.

Wealth Enhancement Advisory Services first reported a position in SOXX in Q3 2023 and has held it in 12 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 60,324 shares of iShares Semiconductor ETF worth $35.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,809 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Semiconductor ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #287 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.