Financial Architects (New Jersey)’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Financial Architects (New Jersey)’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
2018 Q3	–	Sell	-1,500	Closed	-$14K	–	1501
2018 Q2	$14K	Buy	+1,500	New	+$15.3K	﹤0.01%	910
2017 Q1	–	Sell	-21,000	Closed	-$80K	–	1621
2016 Q4	$80K	Sell	21,000 -1,500	-7%	-$5.11K	0.02%	445
2016 Q3	$72K	Buy	22,500 +18,000	+400%	+$46.4K	0.02%	480
2016 Q2	$8K	Sell	4,500 -15,000	-77%	-$26.5K	﹤0.01%	1028
2016 Q1	$35K	Buy	+19,500	New	+$27.8K	0.01%	462

Other funds holding SOXL

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

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TRCT

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Architects (New Jersey)'s SOXL Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2018, closing a stake of 1,500 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in SOXL in Q1 2016 and held it in 5 quarters. The position peaked at $80K in Q4 2016. 26 funds tracked by Wall St. Rank hold SOXL as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,500 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2018, an estimated $14K.
Financial Architects (New Jersey) first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2016 and held it in 5 quarters.
Financial Architects (New Jersey)'s Direxion Daily Semiconductor Bull 3X ETF position peaked at $80K in Q4 2016.
26 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.