CWM
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Consultiva Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Consultiva Wealth 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 		$26.7K Sell
100
-200
-67% -$33.7K 0.06% 154
2026
Q1 		$14.4K Hold
300
– – 0.04% 186
2025
Q4 		$12.6K Buy
+300
New +$12.5K 0.04% 185

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

Consultiva Wealth Management's SOXL Position: Q2 2026 in Review

Consultiva Wealth Management reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 67% in Q2 2026, selling an estimated $33.7K and leaving 100 shares worth $26.7K. The position accounts for 0.06% of the portfolio, ranked #154.

Consultiva Wealth Management first reported a position in SOXL in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Consultiva Wealth Management held 100 shares of Direxion Daily Semiconductor Bull 3X ETF worth $26.7K as of Q2 2026.
  • Consultiva Wealth Management sold 200 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $33.7K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.06% of Consultiva Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Consultiva Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.