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

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-52
Closed -$239K – 1419
2024
Q2 		$239K Buy
52
+46
+767% +$280K 0.01% 1139
2024
Q1 		$127K Buy
+6
New +$54.4K ﹤0.01% 1335
2023
Q4 		– Sell
-6
Closed -$127K – 1497
2023
Q3 		$127K Buy
+6
New +$121K ﹤0.01% 1335

Other funds holding SOXS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
ASM
AI-Squared Management Hong Kong $137M AUM 102.72% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

B. Riley Wealth Advisors's SOXS Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q3 2024, closing a stake of 52 shares — an estimated $239K sold.

B. Riley Wealth Advisors first reported a position in SOXS in Q3 2023 and held it in 3 quarters. The position peaked at $239K in Q2 2024. 28 funds tracked by Wall St. Rank hold SOXS as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Direxion Daily Semiconductor Bear 3X ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 52 Direxion Daily Semiconductor Bear 3X ETF shares in Q3 2024, an estimated $239K.
  • B. Riley Wealth Advisors first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q3 2023 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Direxion Daily Semiconductor Bear 3X ETF position peaked at $239K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.