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

Burney Company’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 		$2.61M Buy
9,787
+144
+1% +$24.2K 0.07% 209
2026
Q1 		$462K Sell
9,643
-1,477
-13% -$85.7K 0.01% 446
2025
Q4 		$467K Buy
11,120
+977
+10% +$40.8K 0.01% 443
2025
Q3 		$353K Buy
10,143
+490
+5% +$13.6K 0.01% 477
2025
Q2 		$242K Buy
+9,653
New +$155K 0.01% 525
2025
Q1 		– Sell
-9,643
Closed -$263K – 599
2024
Q4 		$263K Hold
9,643
– – 0.01% 527
2024
Q3 		$354K Hold
9,643
– – 0.01% 492
2024
Q2 		$534K Hold
9,643
– – 0.02% 414
2024
Q1 		$449K Hold
9,643
– – 0.02% 456
2023
Q4 		$303K Buy
+9,643
New +$213K 0.01% 499
2020
Q4 		– Sell
-12,000
Closed -$203K – 548
2020
Q3 		$203K Sell
12,000
-7,050
-37% -$109K 0.01% 479
2020
Q2 		$239K Buy
+19,050
New +$182K 0.02% 433

Other funds holding SOXL

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Burney Company's SOXL Position: Q2 2026 in Review

Burney Company increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 1.5% in Q2 2026, buying an estimated $24.2K and bringing the position to 9,787 shares worth $2.61M. The position accounts for 0.07% of the portfolio, ranked #209.

Burney Company first reported a position in SOXL in Q2 2020 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Burney Company held 9,787 shares of Direxion Daily Semiconductor Bull 3X ETF worth $2.61M as of Q2 2026.
  • Burney Company bought 144 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $24.2K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.07% of Burney Company's portfolio in Q2 2026, its #209 holding.
  • Burney Company first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2020 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.