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

Dogwood 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 		$12.5K Buy
+47
New +$7.91K ﹤0.01% 337
2024
Q2 		– Sell
-214
Closed -$9.95K – 649
2024
Q1 		$9.95K Buy
+214
New +$8.22K 0.01% 190

Other funds holding SOXL

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

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

Dogwood Wealth Management opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 47 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in SOXL as recently as Q1 2024.

Dogwood Wealth Management first reported a position in SOXL in Q1 2024 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Dogwood Wealth Management held 47 shares of Direxion Daily Semiconductor Bull 3X ETF worth $12.5K as of Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF was a new Dogwood Wealth Management position in Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Dogwood Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2024 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.