Kovitz Investment Group Partners’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Kovitz Investment Group Partners’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	$1.31M	Sell	4,918 -11,000	-69%	-$1.85M	0.03%	278
2026 Q1	$763K	Sell	15,918 -75	-0.5%	-$4.35K	0.02%	356
2025 Q4	$672K	Buy	15,993 +10,100	+171%	+$422K	0.01%	361
2025 Q3	$205K	Buy	+5,893	New	+$164K	﹤0.01%	1332

Other funds holding SOXL

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kovitz Investment Group Partners's SOXL Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 69% in Q2 2026, selling an estimated $1.85M and leaving 4,918 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #278.

Kovitz Investment Group Partners first reported a position in SOXL in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

Kovitz Investment Group Partners held 4,918 shares of Direxion Daily Semiconductor Bull 3X ETF worth $1.31M as of Q2 2026.
Kovitz Investment Group Partners sold 11,000 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $1.85M.
Direxion Daily Semiconductor Bull 3X ETF made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #278 holding.
Kovitz Investment Group Partners first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2025 and has held it in 4 quarters since.
201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.