EWA
SOXL icon

EP Wealth Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-6,551
Closed -$275K – 1588
2025
Q4 		$275K Buy
+6,551
New +$273K ﹤0.01% 1186
2025
Q2 		$748K Buy
29,789
+413
+1% +$6.64K ﹤0.01% 642
2025
Q1 		$469K Hold
29,376
– – ﹤0.01% 735
2024
Q4 		$802K Hold
29,376
– – 0.01% 565
2024
Q3 		$1.08M Hold
29,376
– – 0.01% 480
2024
Q2 		$1.63M Hold
29,376
– – 0.02% 314
2024
Q1 		$1.37M Sell
29,376
-33,400
-53% -$1.28M 0.02% 323
2023
Q4 		$1.97M Sell
62,776
-90,800
-59% -$2M 0.03% 259
2023
Q3 		$2.9M Buy
+153,576
New +$3.52M 0.05% 206

Other funds holding SOXL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.68B AUM 39.15% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return