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Coldstream Capital Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Coldstream Capital 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
Q2 		$516K Buy
+1,935
New +$326K 0.01% 722
2022
Q1 		– Sell
-12,010
Closed -$817K – 854
2021
Q4 		$817K Buy
+12,010
New +$681K 0.03% 278

Other funds holding SOXL

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
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
GS
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Coldstream Capital Management's SOXL Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 1,935 shares worth $516K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in SOXL as recently as Q4 2021.

Coldstream Capital Management first reported a position in SOXL in Q4 2021 and has held it in 2 quarters since. The position peaked at $817K in Q4 2021. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Coldstream Capital Management held 1,935 shares of Direxion Daily Semiconductor Bull 3X ETF worth $516K as of Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF was a new Coldstream Capital Management position in Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #722 holding.
  • Coldstream Capital Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2021 and has held it in 2 quarters since.
  • Coldstream Capital Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $817K in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.