Beta Wealth Group’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Beta Wealth Group’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	$1.33M	Buy	+5,000	New	+$842K	0.5%	41

Other funds holding SOXL

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Beta Wealth Group's SOXL Position: Q2 2026 in Review

Beta Wealth Group opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 5,000 shares worth $1.33M. The stake represents 0.5% of the portfolio and ranks #41 among its holdings.

201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

Beta Wealth Group held 5,000 shares of Direxion Daily Semiconductor Bull 3X ETF worth $1.33M as of Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new Beta Wealth Group position in Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF made up 0.5% of Beta Wealth Group's portfolio in Q2 2026, its #41 holding.
201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.