Ballew Advisors’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Ballew 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
2026 Q2	$180K	Buy	4,002 +3,126	+357%	+$372K	0.09%	126
2026 Q1	$221K	Sell	876 -24	-3%	-$9.63K	0.12%	111
2025 Q4	$408K	Buy	900 +285	+46%	+$209K	0.23%	77
2025 Q3	$551K	Buy	615 +14	+2%	+$19.3K	0.31%	70
2025 Q2	$896K	Buy	+601	New	+$2.04M	0.53%	43

Other funds holding SOXS

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return