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Jackson Grant Investment Advisers’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Jackson Grant Investment Advisers’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
2022
Q2 		– Sell
-300
Closed -$12K – 364
2022
Q1 		$12K Buy
300
+100
+50% +$4.44K 0.01% 320
2021
Q4 		$14K Buy
+200
New +$11.3K 0.01% 255

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $281M AUM 23.95% 1-Year Est. Return

Jackson Grant Investment Advisers's SOXL Position: Q2 2022 in Review

Jackson Grant Investment Advisers sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2022, closing a stake of 300 shares — an estimated $12K sold.

Jackson Grant Investment Advisers first reported a position in SOXL in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 67 funds tracked by Wall St. Rank hold SOXL as of Q2 2022.

  • Jackson Grant Investment Advisers reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q2 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 300 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2022, an estimated $12K.
  • Jackson Grant Investment Advisers first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2021 and held it in 2 quarters.
  • Jackson Grant Investment Advisers's Direxion Daily Semiconductor Bull 3X ETF position peaked at $14K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2022, filed 4 Aug 2022.