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

Alteri Wealth’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 Q3	$209K	Buy	+1,416	New	+$194K	0.06%	254

Other funds holding SOXL

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Alteri Wealth's SOXL Position: Q3 2026 in Review

Alteri Wealth opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2026: 1,416 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #254 among its holdings.

131 funds tracked by Wall St. Rank hold SOXL as of Q3 2026.

Alteri Wealth held 1,416 shares of Direxion Daily Semiconductor Bull 3X ETF worth $209K as of Q3 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new Alteri Wealth position in Q3 2026.
Direxion Daily Semiconductor Bull 3X ETF made up 0.06% of Alteri Wealth's portfolio in Q3 2026, its #254 holding.
131 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2026.

Based on Alteri Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.