Clearstead Advisors’s Defiance Daily Target 2X Long SOFI ETF SOFX Stock Holding History

Clearstead Advisors’s Portfolio SOFX Stock Details SOFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35	Buy	+5	New	+$46	﹤0.01%	3379

Other funds holding SOFX

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clearstead Advisors's SOFX Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Defiance Daily Target 2X Long SOFI ETF (SOFX) in Q3 2026: 5 shares worth $35. The stake represents ﹤0.01% of the portfolio and ranks #3379 among its holdings.

2 funds tracked by Wall St. Rank hold SOFX as of Q3 2026.

Clearstead Advisors held 5 shares of Defiance Daily Target 2X Long SOFI ETF worth $35 as of Q3 2026.
Defiance Daily Target 2X Long SOFI ETF was a new Clearstead Advisors position in Q3 2026.
Defiance Daily Target 2X Long SOFI ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3379 holding.
2 funds tracked by Wall St. Rank held Defiance Daily Target 2X Long SOFI ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.