Creative Planning
SOFX icon

Creative Planning’s Defiance Daily Target 2X Long SOFI ETF SOFX Stock Holding History

Creative Planning’s Portfolio SOFX Stock Details SOFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$96.5K Buy
+13,964
New +$129K ﹤0.01% 4132

Other funds holding SOFX

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Creative Planning's SOFX Position: Q3 2026 in Review

Creative Planning opened a new position in Defiance Daily Target 2X Long SOFI ETF (SOFX) in Q3 2026: 13,964 shares worth $96.5K. The stake represents ﹤0.01% of the portfolio and ranks #4132 among its holdings.

2 funds tracked by Wall St. Rank hold SOFX as of Q3 2026.

  • Creative Planning held 13,964 shares of Defiance Daily Target 2X Long SOFI ETF worth $96.5K as of Q3 2026.
  • Defiance Daily Target 2X Long SOFI ETF was a new Creative Planning position in Q3 2026.
  • Defiance Daily Target 2X Long SOFI ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4132 holding.
  • 2 funds tracked by Wall St. Rank held Defiance Daily Target 2X Long SOFI ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.