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Axxcess Wealth Management’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Axxcess Wealth Management’s Portfolio SOXS Stock Details SOXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-241
Closed -$151K – 907
2025
Q4 		$151K Buy
+241
New +$177K ﹤0.01% 1009
2022
Q4 		– Sell
-9
Closed -$1.3M – 679
2022
Q3 		$1.3M Buy
+9
New +$887K 0.12% 157

Other funds holding SOXS

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Axxcess Wealth Management's SOXS Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q1 2026, closing a stake of 241 shares — an estimated $151K sold.

Axxcess Wealth Management first reported a position in SOXS in Q3 2022 and held it in 2 quarters. The position peaked at $1.3M in Q3 2022. 32 funds tracked by Wall St. Rank hold SOXS as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Direxion Daily Semiconductor Bear 3X ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 241 Direxion Daily Semiconductor Bear 3X ETF shares in Q1 2026, an estimated $151K.
  • Axxcess Wealth Management first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q3 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's Direxion Daily Semiconductor Bear 3X ETF position peaked at $1.3M in Q3 2022.
  • 32 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.