IWM
SOXS icon

IHT Wealth Management’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

IHT Wealth Management’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
2025
Q4 		– Sell
-5,511
Closed -$5.7M – 1252
2025
Q3 		$5.7M Buy
5,511
+795
+17% +$1.1M 0.14% 144
2025
Q2 		$7.44M Buy
+4,716
New +$16M 0.2% 104
2025
Q1 		– Sell
-140
Closed -$629K – 1141
2024
Q4 		$629K Sell
140
-327
-70% -$1.41M 0.02% 613
2024
Q3 		$1.96M Buy
467
+408
+692% +$1.98M 0.06% 321
2024
Q2 		$266K Buy
+59
New +$359K 0.01% 839

Other funds holding SOXS

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

IHT Wealth Management's SOXS Position: Q4 2025 in Review

IHT Wealth Management sold out of Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q4 2025, closing a stake of 5,511 shares — an estimated $5.7M sold.

IHT Wealth Management first reported a position in SOXS in Q2 2024 and held it in 5 quarters. The position peaked at $7.44M in Q2 2025. 41 funds tracked by Wall St. Rank hold SOXS as of Q4 2025.

  • IHT Wealth Management reported no remaining Direxion Daily Semiconductor Bear 3X ETF position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 5,511 Direxion Daily Semiconductor Bear 3X ETF shares in Q4 2025, an estimated $5.7M.
  • IHT Wealth Management first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q2 2024 and held it in 5 quarters.
  • IHT Wealth Management's Direxion Daily Semiconductor Bear 3X ETF position peaked at $7.44M in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.