Farther Finance Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Farther Finance 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	$801K	Sell	3,008 -5,337	-64%	-$898K	0.01%	1235
2026 Q1	$436K	Sell	8,345 -800	-9%	-$46.4K	﹤0.01%	1501
2025 Q4	$384K	Sell	9,145 -3,029	-25%	-$126K	﹤0.01%	1487
2025 Q3	$424K	Sell	12,174 -46	-0.4%	-$1.28K	0.01%	1162
2025 Q2	$307K	Buy	12,220 +10,820	+773%	+$174K	0.01%	1179
2025 Q1	$22.3K	Buy	1,400 +333	+31%	+$8.42K	﹤0.01%	2336
2024 Q4	$29.1K	Buy	+1,067	New	+$33.9K	﹤0.01%	1914

Other funds holding SOXL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Farther Finance Advisors's SOXL Position: Q2 2026 in Review

Farther Finance Advisors reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 64% in Q2 2026, selling an estimated $898K and leaving 3,008 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #1235.

Farther Finance Advisors first reported a position in SOXL in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

Farther Finance Advisors held 3,008 shares of Direxion Daily Semiconductor Bull 3X ETF worth $801K as of Q2 2026.
Farther Finance Advisors sold 5,337 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $898K.
Direxion Daily Semiconductor Bull 3X ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1235 holding.
Farther Finance Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2024 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.