Bogart Wealth LLC’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Bogart Wealth LLC’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	$136K	Buy	+4,193	New	+$500K	﹤0.01%	340

Other funds holding SOXS

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

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

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 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

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

Bogart Wealth LLC opened a new position in Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q2 2026: 4,193 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings.

16 funds tracked by Wall St. Rank hold SOXS as of Q2 2026.

Bogart Wealth LLC held 4,193 shares of Direxion Daily Semiconductor Bear 3X ETF worth $136K as of Q2 2026.
Direxion Daily Semiconductor Bear 3X ETF was a new Bogart Wealth LLC position in Q2 2026.
Direxion Daily Semiconductor Bear 3X ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #340 holding.
16 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q2 2026.

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