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Capital Advisors Inc’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Capital Advisors Inc’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
2021
Q3 		– Sell
-5,548
Closed -$247K – 241
2021
Q2 		$247K Buy
+5,548
New +$214K 0.01% 213

Other funds holding SOXL

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Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Capital Advisors Inc's SOXL Position: Q3 2021 in Review

Capital Advisors Inc sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2021, closing a stake of 5,548 shares — an estimated $247K sold.

Capital Advisors Inc first reported a position in SOXL in Q2 2021 and held it in 1 quarter. The position peaked at $247K in Q2 2021. 58 funds tracked by Wall St. Rank hold SOXL as of Q3 2021.

  • Capital Advisors Inc reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Advisors Inc sold 5,548 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2021, an estimated $247K.
  • Capital Advisors Inc first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2021 and held it in 1 quarter.
  • Capital Advisors Inc's Direxion Daily Semiconductor Bull 3X ETF position peaked at $247K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2021.

Based on Capital Advisors Inc's 13F filing for Q3 2021, filed 25 Oct 2021.