Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Halbert Hargrove Global Advisors’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
2026
Q3 		$222K Hold
1,502
– – 0.01% 99
2026
Q2 		$401K Buy
1,502
+939
+167% +$158K 0.02% 76
2026
Q1 		$27K Buy
563
+138
+32% +$8.01K ﹤0.01% 227
2025
Q4 		$17.9K Hold
425
– – ﹤0.01% 259
2025
Q3 		$14.8K Buy
+425
New +$11.8K ﹤0.01% 279

Other funds holding SOXL

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Westwood Wealth Management
Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Halbert Hargrove Global Advisors's SOXL Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Direxion Daily Semiconductor Bull 3X ETF (SOXL) position steady in Q3 2026 at 1,502 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #99.

Halbert Hargrove Global Advisors first reported a position in SOXL in Q3 2025 and has held it in 5 quarters since. The position peaked at $401K in Q2 2026. 116 funds tracked by Wall St. Rank hold SOXL as of Q3 2026.

  • Halbert Hargrove Global Advisors held 1,502 shares of Direxion Daily Semiconductor Bull 3X ETF worth $222K as of Q3 2026.
  • Halbert Hargrove Global Advisors left its Direxion Daily Semiconductor Bull 3X ETF share count unchanged in Q3 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #99 holding.
  • Halbert Hargrove Global Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2025 and has held it in 5 quarters since.
  • Halbert Hargrove Global Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $401K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.