KFS
SOXL icon

Kelly Financial Services’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Kelly Financial Services’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 		$524K Buy
+1,963
New +$330K 0.11% 68
2024
Q3 		– Sell
-2,724
Closed -$151K – 660
2024
Q2 		$151K Sell
2,724
-191
-7% -$8.89K 0.05% 122
2024
Q1 		$136K Buy
2,915
+534
+22% +$20.5K 0.05% 127
2023
Q4 		$74.8K Buy
2,381
+190
+9% +$4.19K 0.03% 165
2023
Q3 		$41.3K Buy
2,191
+514
+31% +$11.8K 0.02% 205
2023
Q2 		$41.6K Buy
1,677
+111
+7% +$2.05K 0.02% 208
2023
Q1 		$28.7K Buy
1,566
+274
+21% +$4.08K 0.01% 241
2022
Q4 		$12.5K Buy
1,292
+743
+135% +$7.81K 0.01% 311
2022
Q3 		$4.87K Buy
+549
New +$8.53K ﹤0.01% 399

Other funds holding SOXL

SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return