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Gladstone Institutional Advisory’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-15,071
Closed -$378K – 821
2025
Q2 		$378K Buy
+15,071
New +$242K 0.02% 566
2023
Q3 		– Sell
-8,800
Closed -$219K – 671
2023
Q2 		$219K Buy
+8,800
New +$162K 0.01% 587

Other funds holding SOXL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gladstone Institutional Advisory's SOXL Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2025, closing a stake of 15,071 shares — an estimated $378K sold.

Gladstone Institutional Advisory first reported a position in SOXL in Q2 2023 and held it in 2 quarters. The position peaked at $378K in Q2 2025. 117 funds tracked by Wall St. Rank hold SOXL as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 15,071 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2025, an estimated $378K.
  • Gladstone Institutional Advisory first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2023 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Direxion Daily Semiconductor Bull 3X ETF position peaked at $378K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.