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Heritage Wealth Management (Texas)’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Heritage Wealth Management (Texas)’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 		$295K Buy
+1,107
New +$186K 0.11% 31

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

Heritage Wealth Management (Texas)'s SOXL Position: Q2 2026 in Review

Heritage Wealth Management (Texas) opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 1,107 shares worth $295K. The stake represents 0.11% of the portfolio and ranks #31 among its holdings.

201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Heritage Wealth Management (Texas) held 1,107 shares of Direxion Daily Semiconductor Bull 3X ETF worth $295K as of Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF was a new Heritage Wealth Management (Texas) position in Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.11% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #31 holding.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.