CWM
SOXL icon

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

Copia 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 		– Sell
-190
Closed -$9.1K – 579
2026
Q1 		$9.1K Hold
190
– – 0.01% 329
2025
Q4 		$7.99K Buy
190
+36
+23% +$1.5K 0.01% 341
2025
Q3 		$5.37K Sell
154
-1,900
-93% -$52.9K ﹤0.01% 355
2025
Q2 		$51.6K Hold
2,054
– – 0.04% 166
2025
Q1 		$32.8K Buy
2,054
+725
+55% +$18.3K 0.03% 185
2024
Q4 		$36.3K Buy
+1,329
New +$42.3K 0.03% 166

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

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

Copia Wealth Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026, closing a stake of 190 shares — an estimated $9.1K sold.

Copia Wealth Management first reported a position in SOXL in Q4 2024 and held it in 6 quarters. The position peaked at $51.6K in Q2 2025. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Copia Wealth Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q2 2026 after selling out during the quarter.
  • Copia Wealth Management sold 190 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $9.1K.
  • Copia Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2024 and held it in 6 quarters.
  • Copia Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $51.6K in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.