Bogart Wealth LLC’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Bogart Wealth LLC’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	$267	Sell	1 -999	-100%	-$168K	﹤0.01%	1881
2026 Q1	$47.9K	Sell	1,000 -8,005	-89%	-$464K	﹤0.01%	503
2025 Q4	$378K	Buy	9,005 +6,005	+200%	+$251K	0.02%	192
2025 Q3	$105K	Sell	3,000 -5,500	-65%	-$153K	﹤0.01%	327
2025 Q2	$213K	Buy	8,500 +4,000	+89%	+$64.3K	0.01%	232
2025 Q1	$71.8K	Buy	+4,500	New	+$114K	﹤0.01%	353
2024 Q4	–	Sell	-2,900	Closed	-$92.3K	–	1373
2024 Q3	$106K	Buy	+2,900	New	+$119K	0.01%	303

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

Bogart Wealth LLC's SOXL Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 100% in Q2 2026, selling an estimated $168K and leaving 1 share worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Bogart Wealth LLC first reported a position in SOXL in Q3 2024 and has held it in 7 quarters since. The position peaked at $378K in Q4 2025. 204 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

Bogart Wealth LLC held 1 share of Direxion Daily Semiconductor Bull 3X ETF worth $267 as of Q2 2026.
Bogart Wealth LLC sold 999 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $168K.
Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1881 holding.
Bogart Wealth LLC first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2024 and has held it in 7 quarters since.
Bogart Wealth LLC's Direxion Daily Semiconductor Bull 3X ETF position peaked at $378K in Q4 2025.
204 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

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