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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
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

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Halbert Hargrove Global Advisors's SOXL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 167% in Q2 2026, buying an estimated $158K and bringing the position to 1,502 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #76.

Halbert Hargrove Global Advisors first reported a position in SOXL in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,502 shares of Direxion Daily Semiconductor Bull 3X ETF worth $401K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 939 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $158K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #76 holding.
  • Halbert Hargrove Global Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.