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Client First Investment Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Client First Investment Management’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
Q3 		$4.83M Buy
32,643
+17,621
+117% +$2.41M 2.3% 9
2026
Q2 		$4.01M Buy
+15,022
New +$2.53M 1.69% 6

Other funds holding SOXL

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Client First Investment Management's SOXL Position: Q3 2026 in Review

Client First Investment Management increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 117% in Q3 2026, buying an estimated $2.41M and bringing the position to 32,643 shares worth $4.83M. The position accounts for 2.3% of the portfolio, ranked #9.

Client First Investment Management first reported a position in SOXL in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SOXL as of Q3 2026.

  • Client First Investment Management held 32,643 shares of Direxion Daily Semiconductor Bull 3X ETF worth $4.83M as of Q3 2026.
  • Client First Investment Management bought 17,621 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2026, an estimated $2.41M.
  • Direxion Daily Semiconductor Bull 3X ETF made up 2.3% of Client First Investment Management's portfolio in Q3 2026, its #9 holding.
  • Client First Investment Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.