Birchbrook
SOXL icon

Birchbrook’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Birchbrook’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
Q3 		$4.05K Buy
27
+2
+8% +$273 ﹤0.01% 237
2026
Q2 		$6.6K Buy
25
+7
+39% +$1.18K ﹤0.01% 226
2026
Q1 		$863 Buy
+18
New +$1.04K ﹤0.01% 267

Other funds holding SOXL

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Westwood Wealth Management
Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Elevatus Welath Management
Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Variant Private Wealth
Variant Private Wealth Tysons, Virginia $113M AUM 20% 1-Year Est. Return
October Effect
October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Birchbrook's SOXL Position: Q3 2026 in Review

Birchbrook increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 8% in Q3 2026, buying an estimated $273 and bringing the position to 27 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Birchbrook first reported a position in SOXL in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.6K in Q2 2026. 58 funds tracked by Wall St. Rank hold SOXL as of Q3 2026.

  • Birchbrook held 27 shares of Direxion Daily Semiconductor Bull 3X ETF worth $4.05K as of Q3 2026.
  • Birchbrook bought 2 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2026, an estimated $273.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #237 holding.
  • Birchbrook first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2026 and has held it in 3 quarters since.
  • Birchbrook's Direxion Daily Semiconductor Bull 3X ETF position peaked at $6.6K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.