Carson Wealth (CWM LLC)
SOXL icon

Carson Wealth (CWM LLC)’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$27.1K Buy
+566
New +$32.8K ﹤0.01% 4237
2023
Q3 		– Sell
-13
Closed – – 4509
2023
Q2 		$0 Buy
+13
New +$240 ﹤0.01% 4443

Other funds holding SOXL

TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SOXL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2026: 566 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #4237 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in SOXL as recently as Q2 2023.

Carson Wealth (CWM LLC) first reported a position in SOXL in Q2 2023 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold SOXL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 566 shares of Direxion Daily Semiconductor Bull 3X ETF worth $27.1K as of Q1 2026.
  • Direxion Daily Semiconductor Bull 3X ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4237 holding.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2023 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.