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Calamos Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Calamos Wealth Management’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 		$559K Sell
2,096
-5,000
-70% -$842K 0.02% 292
2026
Q1 		$340K Hold
7,096
– – 0.01% 342
2025
Q4 		$298K Hold
7,096
– – 0.01% 366
2025
Q3 		$247K Buy
+7,096
New +$198K 0.01% 375

Other funds holding SOXL

SS
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
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Calamos Wealth Management's SOXL Position: Q2 2026 in Review

Calamos Wealth Management reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 70% in Q2 2026, selling an estimated $842K and leaving 2,096 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #292.

Calamos Wealth Management first reported a position in SOXL in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Calamos Wealth Management held 2,096 shares of Direxion Daily Semiconductor Bull 3X ETF worth $559K as of Q2 2026.
  • Calamos Wealth Management sold 5,000 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $842K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Calamos Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.