AE Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

AE Wealth Management’s Portfolio SOXL Stock Details SOXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-42	Closed	-$1.76K	–	2693
2025 Q4	$1.76K	Hold	42	–	–	﹤0.01%	2347
2025 Q3	$1.46K	Sell	42 -1,150	-96%	-$32K	﹤0.01%	2191
2025 Q2	$29.9K	Buy	1,192 +160	+16%	+$2.57K	﹤0.01%	1691
2025 Q1	$16.5K	Sell	1,032 -45	-4%	-$1.14K	﹤0.01%	1779
2024 Q4	$29.4K	Buy	+1,077	New	+$34.3K	﹤0.01%	1649
2024 Q1	–	Sell	-11,769	Closed	-$400K	–	1862
2023 Q4	$400K	Sell	11,769 -981	-8%	-$21.6K	﹤0.01%	1565
2023 Q3	$241K	Buy	12,750 +3,302	+35%	+$75.7K	﹤0.01%	1706
2023 Q2	$235K	Buy	+9,448	New	+$174K	﹤0.01%	1690
2022 Q2	–	Sell	-6,748	Closed	-$262K	–	1830
2022 Q1	$262K	Buy	6,748 +62	+0.9%	+$2.75K	﹤0.01%	1481
2021 Q4	$455K	Buy	6,686 +560	+9%	+$31.8K	﹤0.01%	1279
2021 Q3	$245K	Sell	6,126 -45	-0.7%	-$1.97K	﹤0.01%	1449
2021 Q2	$275K	Buy	6,171 +131	+2%	+$5.05K	﹤0.01%	1378
2021 Q1	$231K	Buy	+6,040	New	+$226K	﹤0.01%	1353

Other funds holding SOXL

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $1.68B AUM 39.15% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

Optiver Holding

Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return