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EverSource Wealth Advisors’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

EverSource Wealth Advisors’s Portfolio SOXS Stock Details SOXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$455K Buy
+14,039
New +$1.67M 0.02% 593
2025
Q4 		– Sell
-700
Closed -$724K – 4432
2025
Q3 		$724K Buy
700
+343
+96% +$473K 0.03% 389
2025
Q2 		$564K Buy
+357
New +$1.21M 0.03% 410

Other funds holding SOXS

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q2 2026: 14,039 shares worth $455K. The stake represents 0.02% of the portfolio and ranks #593 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SOXS as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in SOXS in Q2 2025 and has held it in 3 quarters since. The position peaked at $724K in Q3 2025. 73 funds tracked by Wall St. Rank hold SOXS as of Q2 2026.

  • EverSource Wealth Advisors held 14,039 shares of Direxion Daily Semiconductor Bear 3X ETF worth $455K as of Q2 2026.
  • Direxion Daily Semiconductor Bear 3X ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Direxion Daily Semiconductor Bear 3X ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #593 holding.
  • EverSource Wealth Advisors first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q2 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Direxion Daily Semiconductor Bear 3X ETF position peaked at $724K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q2 2026.

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