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

Clearstead 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	$13.4K	Buy	+50	New	+$8.42K	﹤0.01%	1900
2026 Q1	–	Hold	0	–	–	–	2223
2025 Q4	–	Hold	0	–	–	–	2712
2025 Q3	–	Hold	0	–	–	–	3050
2025 Q2	–	Sell	-321	Closed	-$5.16K	–	2726
2025 Q1	$5.12K	Hold	321	–	–	﹤0.01%	1743
2024 Q4	$8.76K	Buy	321 +71	+28%	+$2.26K	﹤0.01%	1607
2024 Q3	$9.17K	Buy	250 +246	+6,150%	+$10.1K	﹤0.01%	1599
2024 Q2	$222	Buy	+4	New	+$186	﹤0.01%	1973

Other funds holding SOXL

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 New York $179B AUM 65.34% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearstead Advisors's SOXL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 50 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1900 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SOXL as recently as Q1 2025.

Clearstead Advisors first reported a position in SOXL in Q2 2024 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

Clearstead Advisors held 50 shares of Direxion Daily Semiconductor Bull 3X ETF worth $13.4K as of Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new Clearstead Advisors position in Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1900 holding.
Clearstead Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2024 and has held it in 5 quarters since.
96 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.