Larry Mathis Financial Planning’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Larry Mathis Financial Planning’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	$257K	Buy	+965	New	+$162K	0.2%	120

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

Larry Mathis Financial Planning's SOXL Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 965 shares worth $257K. The stake represents 0.2% of the portfolio and ranks #120 among its holdings.

204 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

Larry Mathis Financial Planning held 965 shares of Direxion Daily Semiconductor Bull 3X ETF worth $257K as of Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new Larry Mathis Financial Planning position in Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF made up 0.2% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #120 holding.
204 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.