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
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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

CCM

CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

EverSource Wealth Advisors's SOXL Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2025, closing a stake of 378 shares — an estimated $6.03K sold.

EverSource Wealth Advisors first reported a position in SOXL in Q3 2022 and held it in 5 quarters. The position peaked at $10.3K in Q4 2024. 120 funds tracked by Wall St. Rank hold SOXL as of Q2 2025.

EverSource Wealth Advisors reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 378 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2025, an estimated $6.03K.
EverSource Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2022 and held it in 5 quarters.
EverSource Wealth Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $10.3K in Q4 2024.
120 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.