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
Q3 		$2.75M Buy
83,183
+136
+0.2% +$6.21K ﹤0.01% 1948
2026
Q2 		$2.69M Buy
+83,047
New +$9.9M ﹤0.01% 1865

Other funds holding SOXS

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $13.9B AUM 45.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning's SOXS Position: Q3 2026 in Review

Creative Planning increased its Direxion Daily Semiconductor Bear 3X ETF (SOXS) stake by 0.16% in Q3 2026, buying an estimated $6.21K and bringing the position to 83,183 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Creative Planning first reported a position in SOXS in Q2 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold SOXS as of Q3 2026.

  • Creative Planning held 83,183 shares of Direxion Daily Semiconductor Bear 3X ETF worth $2.75M as of Q3 2026.
  • Creative Planning bought 136 Direxion Daily Semiconductor Bear 3X ETF shares in Q3 2026, an estimated $6.21K.
  • Direxion Daily Semiconductor Bear 3X ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #1948 holding.
  • Creative Planning first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q2 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q3 2026.

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