Howard Financial Services’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Howard Financial Services’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	$64.8K	Buy	+2,000	New	+$238K	0.01%	265
2026 Q1	–	Sell	-165	Closed	-$103K	–	233
2025 Q4	$103K	Sell	165 -185	-53%	-$136K	0.01%	201
2025 Q3	$362K	Buy	350 +195	+126%	+$269K	0.04%	134
2025 Q2	$245K	Buy	+155	New	+$526K	0.03%	157
2024 Q3	–	Sell	-125	Closed	-$567K	–	174
2024 Q2	$567K	Buy	125 +25	+25%	+$152K	0.09%	76
2024 Q1	$642K	Buy	100 +85	+567%	+$770K	0.11%	70
2023 Q4	$175K	Sell	15 -3	-17%	-$56.7K	0.03%	148
2023 Q3	$403K	Buy	18 +3	+20%	+$60.3K	0.09%	90
2023 Q2	$296K	Buy	+15	New	+$477K	0.07%	106

Other funds holding SOXS

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return