Edgestream Partners’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Edgestream Partners’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	$1,000K	Buy	+3,748	New	+$631K	0.03%	674
2026 Q1	–	Sell	-36,995	Closed	-$1.55M	–	1092
2025 Q4	$1.55M	Buy	+36,995	New	+$1.54M	0.04%	595
2025 Q2	–	Sell	-30,972	Closed	-$494K	–	1051
2025 Q1	$494K	Buy	30,972 +17,781	+135%	+$450K	0.02%	700
2024 Q4	$360K	Buy	+13,191	New	+$420K	0.02%	735
2024 Q3	–	Sell	-17,940	Closed	-$993K	–	1058
2024 Q2	$993K	Buy	17,940 +12,133	+209%	+$565K	0.05%	524
2024 Q1	$270K	Sell	5,807 -19,044	-77%	-$731K	0.01%	739
2023 Q4	$780K	Sell	24,851 -16,532	-40%	-$364K	0.06%	494
2023 Q3	$781K	Buy	41,383 +8,151	+25%	+$187K	0.06%	473
2023 Q2	$825K	Buy	33,232 +16,245	+96%	+$300K	0.07%	400
2023 Q1	$311K	Buy	+16,987	New	+$253K	0.03%	465

Other funds holding SOXL

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Edgestream Partners's SOXL Position: Q2 2026 in Review

Edgestream Partners opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 3,748 shares worth $1,000K. The stake represents 0.03% of the portfolio and ranks #674 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SOXL as recently as Q4 2025.

Edgestream Partners first reported a position in SOXL in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q4 2025. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

Edgestream Partners held 3,748 shares of Direxion Daily Semiconductor Bull 3X ETF worth $1,000K as of Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new Edgestream Partners position in Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #674 holding.
Edgestream Partners first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2023 and has held it in 10 quarters since.
Edgestream Partners's Direxion Daily Semiconductor Bull 3X ETF position peaked at $1.55M in Q4 2025.
201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.