KFS
SOXL icon

Kaizen Financial Strategies’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Kaizen Financial Strategies’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 		$1.65M Sell
7,590
-370
-5% -$62.3K 0.54% 36
2026
Q1 		$703K Buy
7,960
+350
+5% +$20.3K 0.3% 67
2025
Q4 		$320K Buy
+7,610
New +$318K 0.14% 123

Other funds holding SOXL

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
OE
October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $213M AUM
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Kaizen Financial Strategies's SOXL Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 4.6% in Q2 2026, selling an estimated $62.3K and leaving 7,590 shares worth $1.65M. The position accounts for 0.54% of the portfolio, ranked #36.

Kaizen Financial Strategies first reported a position in SOXL in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Kaizen Financial Strategies held 7,590 shares of Direxion Daily Semiconductor Bull 3X ETF worth $1.65M as of Q2 2026.
  • Kaizen Financial Strategies sold 370 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $62.3K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.54% of Kaizen Financial Strategies's portfolio in Q2 2026, its #36 holding.
  • Kaizen Financial Strategies first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.