CAPTRUST Financial Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

CAPTRUST Financial Advisors’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	$839K	Sell	3,146 -7,383	-70%	-$1.24M	﹤0.01%	1842
2026 Q1	$504K	Buy	+10,529	New	+$611K	﹤0.01%	2031
2022 Q3	–	Sell	-12	Closed	–	–	3766
2022 Q2	$0	Buy	+12	New	+$271	﹤0.01%	5119
2020 Q3	–	Sell	-300	Closed	-$4K	–	3217
2020 Q2	$4K	Buy	+300	New	+$2.87K	﹤0.01%	2460
2019 Q2	–	Sell	-375	Closed	-$3K	–	1999
2019 Q1	$3K	Hold	375	–	–	﹤0.01%	1644
2018 Q4	$2K	Hold	375	–	–	﹤0.01%	1495
2018 Q3	$4K	Buy	+375	New	+$3.9K	﹤0.01%	1405

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

CAPTRUST Financial Advisors's SOXL Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 70% in Q2 2026, selling an estimated $1.24M and leaving 3,146 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

CAPTRUST Financial Advisors first reported a position in SOXL in Q3 2018 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

CAPTRUST Financial Advisors held 3,146 shares of Direxion Daily Semiconductor Bull 3X ETF worth $839K as of Q2 2026.
CAPTRUST Financial Advisors sold 7,383 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $1.24M.
Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1842 holding.
CAPTRUST Financial Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2018 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.