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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q1 		– Sell
-10
Closed -$119K – 368
2023
Q4 		$119K Buy
+10
New +$189K 0.07% 130

Other funds holding SOXS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SOXS Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q1 2024, closing a stake of 10 shares — an estimated $119K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SOXS in Q4 2023 and held it in 1 quarter. The position peaked at $119K in Q4 2023. 37 funds tracked by Wall St. Rank hold SOXS as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Direxion Daily Semiconductor Bear 3X ETF position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10 Direxion Daily Semiconductor Bear 3X ETF shares in Q1 2024, an estimated $119K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Direxion Daily Semiconductor Bear 3X ETF position peaked at $119K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.