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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-50
Closed -$1.74K – 597
2025
Q3 		$1.74K Hold
50
– – ﹤0.01% 492
2025
Q2 		$1.26K Hold
50
– – ﹤0.01% 449
2025
Q1 		$798 Buy
+50
New +$1.26K ﹤0.01% 446

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SOXL Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2025, closing a stake of 50 shares — an estimated $1.74K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SOXL in Q1 2025 and held it in 3 quarters. The position peaked at $1.74K in Q3 2025. 125 funds tracked by Wall St. Rank hold SOXL as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 50 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2025, an estimated $1.74K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2025 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Direxion Daily Semiconductor Bull 3X ETF position peaked at $1.74K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.