Bank of Montreal
SOXL icon

Bank of Montreal’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Bank of Montreal’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
Q2 		$80K Sell
300
-5,000
-94% -$842K ﹤0.01% 3297
2026
Q1 		$254K Buy
5,300
+1,813
+52% +$105K ﹤0.01% 2794
2025
Q4 		$147K Sell
3,487
-4,108
-54% -$171K ﹤0.01% 2937
2025
Q3 		$265K Buy
7,595
+1,662
+28% +$46.3K ﹤0.01% 2596
2025
Q2 		$149K Buy
5,933
+1,250
+27% +$20.1K ﹤0.01% 2890
2025
Q1 		$74.7K Sell
4,683
-3,327
-42% -$84.1K ﹤0.01% 2983
2024
Q4 		$219K Sell
8,010
-1,573
-16% -$50K ﹤0.01% 2719
2024
Q3 		$361K Buy
9,583
+2,657
+38% +$109K ﹤0.01% 2632
2024
Q2 		$385K Sell
6,926
-287
-4% -$13.4K ﹤0.01% 2581
2024
Q1 		$342K Buy
7,213
+1,196
+20% +$45.9K ﹤0.01% 2700
2023
Q4 		$194K Sell
6,017
-1,009
-14% -$22.2K ﹤0.01% 3148
2023
Q3 		$139K Sell
7,026
-1,347
-16% -$30.9K ﹤0.01% 3195
2023
Q2 		$216K Buy
+8,373
New +$154K ﹤0.01% 3186
2021
Q3 		– Sell
-300
Closed -$13K – 3935
2021
Q2 		$13K Buy
+300
New +$11.6K ﹤0.01% 3541
2018
Q2 		– Sell
-51,495
Closed -$525K – 4861
2018
Q1 		$525K Buy
51,495
+50,670
+6,142% +$562K ﹤0.01% 2202
2017
Q4 		$8K Buy
+825
New +$7.83K ﹤0.01% 3850
2015
Q1 		– Sell
-36,000
Closed -$65K – 4175
2014
Q4 		$65K Buy
+36,000
New +$55K ﹤0.01% 2961

Other funds holding SOXL

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Bank of Montreal's SOXL Position: Q2 2026 in Review

Bank of Montreal reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 94% in Q2 2026, selling an estimated $842K and leaving 300 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #3297.

Bank of Montreal first reported a position in SOXL in Q4 2014 and has held it in 17 quarters since. The position peaked at $525K in Q1 2018. 188 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Bank of Montreal held 300 shares of Direxion Daily Semiconductor Bull 3X ETF worth $80K as of Q2 2026.
  • Bank of Montreal sold 5,000 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $842K.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3297 holding.
  • Bank of Montreal first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2014 and has held it in 17 quarters since.
  • Bank of Montreal's Direxion Daily Semiconductor Bull 3X ETF position peaked at $525K in Q1 2018.
  • 188 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.