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Kingswood Wealth Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Kingswood Wealth Advisors’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
2024
Q1 		– Sell
-19,288
Closed -$606K – 689
2023
Q4 		$606K Sell
19,288
-11,248
-37% -$248K 0.07% 299
2023
Q3 		$576K Buy
+30,536
New +$700K 0.1% 219

Other funds holding SOXL

CCM
CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return
Simplex Trading
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Kingswood Wealth Advisors's SOXL Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2024, closing a stake of 19,288 shares — an estimated $606K sold.

Kingswood Wealth Advisors first reported a position in SOXL in Q3 2023 and held it in 2 quarters. The position peaked at $606K in Q4 2023. 108 funds tracked by Wall St. Rank hold SOXL as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 19,288 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2024, an estimated $606K.
  • Kingswood Wealth Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $606K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.