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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
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IBEX Wealth Advisors's SOXL Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2021, closing a stake of 2,750 shares — an estimated $110K sold.

IBEX Wealth Advisors first reported a position in SOXL in Q2 2019 and held it in 2 quarters. The position peaked at $110K in Q3 2021. 62 funds tracked by Wall St. Rank hold SOXL as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,750 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2021, an estimated $110K.
  • IBEX Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $110K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.