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 Q2	$425K	Buy	+1,592	New	+$268K	﹤0.01%	1106
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

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

EP Wealth Advisors's SOXL Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 1,592 shares worth $425K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SOXL as recently as Q4 2025.

EP Wealth Advisors first reported a position in SOXL in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.9M in Q3 2023. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

EP Wealth Advisors held 1,592 shares of Direxion Daily Semiconductor Bull 3X ETF worth $425K as of Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new EP Wealth Advisors position in Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1106 holding.
EP Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2023 and has held it in 10 quarters since.
EP Wealth Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $2.9M in Q3 2023.
201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.