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IBEX Wealth Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

IBEX Wealth 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 		$227K Buy
+850
New +$143K 0.02% 202
2021
Q4 		– Sell
-2,750
Closed -$110K – 391
2021
Q3 		$110K Buy
+2,750
New +$120K 0.02% 222
2019
Q3 		– Sell
-5,760
Closed -$56K – 345
2019
Q2 		$56K Buy
+5,760
New +$57.3K 0.02% 208

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

IBEX Wealth Advisors's SOXL Position: Q2 2026 in Review

IBEX Wealth Advisors opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 850 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in SOXL as recently as Q3 2021.

IBEX Wealth Advisors first reported a position in SOXL in Q2 2019 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • IBEX Wealth Advisors held 850 shares of Direxion Daily Semiconductor Bull 3X ETF worth $227K as of Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF was a new IBEX Wealth Advisors position in Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • IBEX Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2019 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.