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B. Riley Wealth Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-6,875
Closed -$240K – 1149
2025
Q3 		$240K Buy
+6,875
New +$191K 0.01% 816

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

B. Riley Wealth Advisors's SOXL Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2025, closing a stake of 6,875 shares — an estimated $240K sold.

B. Riley Wealth Advisors first reported a position in SOXL in Q3 2025 and held it in 1 quarter. The position peaked at $240K in Q3 2025. 124 funds tracked by Wall St. Rank hold SOXL as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,875 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2025, an estimated $240K.
  • B. Riley Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $240K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.