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

EverSource 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	$107K	Buy	+400	New	+$67.3K	﹤0.01%	1351
2025 Q2	–	Sell	-378	Closed	-$6.03K	–	4354
2025 Q1	$6.03K	Hold	378	–	–	﹤0.01%	2404
2024 Q4	$10.3K	Buy	378 +372	+6,200%	+$11.8K	﹤0.01%	1973
2024 Q3	$220	Hold	6	–	–	﹤0.01%	2950
2024 Q2	$266	Buy	+6	New	+$279	﹤0.01%	2963
2022 Q4	–	Sell	-100	Closed	-$1K	–	2415
2022 Q3	$1K	Buy	+100	New	+$1.55K	﹤0.01%	1890

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

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

EverSource Wealth Advisors opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 400 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SOXL as recently as Q1 2025.

EverSource Wealth Advisors first reported a position in SOXL in Q3 2022 and has held it in 6 quarters since. 203 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

EverSource Wealth Advisors held 400 shares of Direxion Daily Semiconductor Bull 3X ETF worth $107K as of Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new EverSource Wealth Advisors position in Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1351 holding.
EverSource Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2022 and has held it in 6 quarters since.
203 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.