Intrepid Financial Planning Group’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Intrepid Financial Planning Group’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
2025 Q1	–	Sell	-8,798	Closed	-$240K	–	124
2024 Q4	$240K	Sell	8,798 -2,705	-24%	-$86.1K	0.1%	107
2024 Q3	$422K	Hold	11,503	–	–	0.18%	80
2024 Q2	$637K	Sell	11,503 -970	-8%	-$45.2K	0.27%	56
2024 Q1	$580K	Buy	12,473 +610	+5%	+$23.4K	0.25%	64
2023 Q4	$372K	Sell	11,863 -1,500	-11%	-$33.1K	0.18%	80
2023 Q3	$252K	Hold	13,363	–	–	0.13%	94
2023 Q2	$332K	Hold	13,363	–	–	0.16%	83
2023 Q1	$245K	Sell	13,363 -30	-0.2%	-$447	0.12%	97
2022 Q4	$130K	Sell	13,393 -67	-0.5%	-$705	0.07%	106
2022 Q3	$119K	Hold	13,460	–	–	0.07%	101
2022 Q2	$176K	Buy	+13,460	New	+$304K	0.1%	94

Other funds holding SOXL

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Intrepid Financial Planning Group's SOXL Position: Q1 2025 in Review

Intrepid Financial Planning Group sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2025, closing a stake of 8,798 shares — an estimated $240K sold.

Intrepid Financial Planning Group first reported a position in SOXL in Q2 2022 and held it in 11 quarters. The position peaked at $637K in Q2 2024. 119 funds tracked by Wall St. Rank hold SOXL as of Q1 2025.

Intrepid Financial Planning Group reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q1 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 8,798 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2025, an estimated $240K.
Intrepid Financial Planning Group first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2022 and held it in 11 quarters.
Intrepid Financial Planning Group's Direxion Daily Semiconductor Bull 3X ETF position peaked at $637K in Q2 2024.
119 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2025, filed 13 May 2025.