FFA
SOXS icon

Fragasso Financial Advisors’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Fragasso Financial 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 		$36.8K Buy
+1,135
New +$135K ﹤0.01% 360
2026
Q1 		– Sell
-225
Closed -$141K – 332
2025
Q4 		$141K Buy
+225
New +$165K 0.01% 293

Other funds holding SOXS

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Fragasso Financial Advisors's SOXS Position: Q2 2026 in Review

Fragasso Financial Advisors opened a new position in Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q2 2026: 1,135 shares worth $36.8K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Fragasso Financial Advisors previously reported a position in SOXS as recently as Q4 2025.

Fragasso Financial Advisors first reported a position in SOXS in Q4 2025 and has held it in 2 quarters since. The position peaked at $141K in Q4 2025. 12 funds tracked by Wall St. Rank hold SOXS as of Q2 2026.

  • Fragasso Financial Advisors held 1,135 shares of Direxion Daily Semiconductor Bear 3X ETF worth $36.8K as of Q2 2026.
  • Direxion Daily Semiconductor Bear 3X ETF was a new Fragasso Financial Advisors position in Q2 2026.
  • Direxion Daily Semiconductor Bear 3X ETF made up ﹤0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #360 holding.
  • Fragasso Financial Advisors first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q4 2025 and has held it in 2 quarters since.
  • Fragasso Financial Advisors's Direxion Daily Semiconductor Bear 3X ETF position peaked at $141K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.