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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
Q2 		$15.2K Buy
+57
New +$9.59K ﹤0.01% 2312
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

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AE Wealth Management's SOXL Position: Q2 2026 in Review

AE Wealth Management opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 57 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #2312 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SOXL as recently as Q4 2025.

AE Wealth Management first reported a position in SOXL in Q1 2021 and has held it in 14 quarters since. The position peaked at $455K in Q4 2021. 204 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • AE Wealth Management held 57 shares of Direxion Daily Semiconductor Bull 3X ETF worth $15.2K as of Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF was a new AE Wealth Management position in Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2312 holding.
  • AE Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2021 and has held it in 14 quarters since.
  • AE Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $455K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.