Creative Planning
SOXL icon

Creative Planning’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Creative Planning’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
Q1 		$790K Sell
16,497
-13,412
-45% -$778K ﹤0.01% 2652
2025
Q4 		$1.26M Sell
29,909
-17
-0.1% -$710 ﹤0.01% 2103
2025
Q3 		$1.04M Sell
29,926
-3,696
-11% -$103K ﹤0.01% 2077
2025
Q2 		$844K Buy
33,622
+6,729
+25% +$108K ﹤0.01% 2003
2025
Q1 		$429K Sell
26,893
-389,388
-94% -$9.85M ﹤0.01% 2432
2024
Q4 		$11.4M Buy
416,281
+410,393
+6,970% +$13.1M 0.01% 409
2024
Q3 		$216K Buy
+5,888
New +$241K ﹤0.01% 2776
2023
Q3 		– Sell
-35,987
Closed -$894K – 3027
2023
Q2 		$894K Sell
35,987
-18,869
-34% -$348K ﹤0.01% 1190
2023
Q1 		$1M Sell
54,856
-1,994
-4% -$29.7K ﹤0.01% 1076
2022
Q4 		$550K Buy
56,850
+2,533
+5% +$26.6K ﹤0.01% 1374
2022
Q3 		$481K Sell
54,317
-1,588
-3% -$24.7K ﹤0.01% 1360
2022
Q2 		$732K Buy
55,905
+688
+1% +$15.5K ﹤0.01% 1113
2022
Q1 		$2.14M Sell
55,217
-1,368
-2% -$60.8K ﹤0.01% 694
2021
Q4 		$3.85M Sell
56,585
-1,405
-2% -$79.7K 0.01% 490
2021
Q3 		$2.32M Buy
57,990
+682
+1% +$29.9K ﹤0.01% 642
2021
Q2 		$2.55M Sell
57,308
-38,502
-40% -$1.48M ﹤0.01% 589
2021
Q1 		$3.66M Buy
95,810
+29,615
+45% +$1.11M 0.01% 494
2020
Q4 		$2.06M Hold
66,195
– – ﹤0.01% 662
2020
Q3 		$1.12M Buy
66,195
+5,415
+9% +$83.9K ﹤0.01% 756
2020
Q2 		$763K Buy
60,780
+18,165
+43% +$173K ﹤0.01% 845
2020
Q1 		$269K Sell
42,615
-82,800
-66% -$1.25M ﹤0.01% 1221
2019
Q4 		$2.3M Sell
125,415
-51,315
-29% -$742K 0.01% 473
2019
Q3 		$2M Buy
176,730
+122,400
+225% +$1.33M 0.01% 490
2019
Q2 		$537K Buy
54,330
+1,425
+3% +$14.2K ﹤0.01% 1039
2019
Q1 		$485K Buy
+52,905
New +$407K ﹤0.01% 1039
2018
Q4 		– Sell
-174,855
Closed -$1.8M – 2094
2018
Q3 		$1.8M Sell
174,855
-1,500
-0.9% -$15.6K 0.01% 511
2018
Q2 		$1.66M Buy
176,355
+1,350
+0.8% +$13.8K 0.01% 525
2018
Q1 		$1.78M Buy
+175,005
New +$1.94M 0.01% 498
2017
Q3 		– Sell
-17,610
Closed -$96K – 3452
2017
Q2 		$96K Buy
17,610
+2,610
+17% +$14.8K ﹤0.01% 2026
2017
Q1 		$78K Hold
15,000
– – ﹤0.01% 2132
2016
Q4 		$57K Hold
15,000
– – ﹤0.01% 2295
2016
Q3 		$48K Hold
15,000
– – ﹤0.01% 2398
2016
Q2 		$28K Sell
15,000
-15,000
-50% -$26.5K ﹤0.01% 2550
2016
Q1 		$54K Hold
30,000
– – ﹤0.01% 2047
2015
Q4 		$54K Buy
30,000
+15,000
+100% +$26.7K ﹤0.01% 2061
2015
Q3 		$21K Buy
+15,000
New +$24.4K ﹤0.01% 2699

Other funds holding SOXL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's SOXL Position: Q1 2026 in Review

Creative Planning reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 45% in Q1 2026, selling an estimated $778K and leaving 16,497 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

Creative Planning first reported a position in SOXL in Q3 2015 and has held it in 36 quarters since. The position peaked at $11.4M in Q4 2024. 128 funds tracked by Wall St. Rank hold SOXL as of Q1 2026.

  • Creative Planning held 16,497 shares of Direxion Daily Semiconductor Bull 3X ETF worth $790K as of Q1 2026.
  • Creative Planning sold 13,412 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2026, an estimated $778K.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2652 holding.
  • Creative Planning first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2015 and has held it in 36 quarters since.
  • Creative Planning's Direxion Daily Semiconductor Bull 3X ETF position peaked at $11.4M in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.