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

Doyle 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
2022
Q3 		$103K Buy
11,607
+1,426
+14% +$22.2K 0.01% 202
2022
Q2 		$133K Buy
+10,181
New +$230K 0.01% 208

Other funds holding SOXL

Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Doyle Wealth Management's SOXL Position: Q3 2022 in Review

Doyle Wealth Management increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 14% in Q3 2022, buying an estimated $22.2K and bringing the position to 11,607 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #202.

Doyle Wealth Management first reported a position in SOXL in Q2 2022 and has held it in 2 quarters since. The position peaked at $133K in Q2 2022. 78 funds tracked by Wall St. Rank hold SOXL as of Q3 2022.

  • Doyle Wealth Management held 11,607 shares of Direxion Daily Semiconductor Bull 3X ETF worth $103K as of Q3 2022.
  • Doyle Wealth Management bought 1,426 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2022, an estimated $22.2K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.01% of Doyle Wealth Management's portfolio in Q3 2022, its #202 holding.
  • Doyle Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2022 and has held it in 2 quarters since.
  • Doyle Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $133K in Q2 2022.
  • 78 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.