Creative Planning
SOXS icon

Creative Planning’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Creative Planning’s Portfolio SOXS Stock Details SOXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69M Buy
+83,047
New +$9.9M ﹤0.01% 1865

Other funds holding SOXS

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $1.26B AUM 60.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Creative Planning's SOXS Position: Q2 2026 in Review

Creative Planning opened a new position in Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q2 2026: 83,047 shares worth $2.69M. The stake represents ﹤0.01% of the portfolio and ranks #1865 among its holdings.

58 funds tracked by Wall St. Rank hold SOXS as of Q2 2026.

  • Creative Planning held 83,047 shares of Direxion Daily Semiconductor Bear 3X ETF worth $2.69M as of Q2 2026.
  • Direxion Daily Semiconductor Bear 3X ETF was a new Creative Planning position in Q2 2026.
  • Direxion Daily Semiconductor Bear 3X ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1865 holding.
  • 58 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.