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

LM 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
2026 Q2	$2.6M	Buy	9,750 +9,379	+2,528%	+$1.58M	0.3%	60
2026 Q1	$7.75K	Buy	371 +155	+72%	+$8.99K	0.12%	111
2025 Q4	$5.15K	Buy	+216	New	+$9.02K	0.09%	123
2025 Q3	–	Sell	-20,000	Closed	-$502K	–	210
2025 Q2	$502K	Hold	20,000	–	–	0.06%	126
2025 Q1	$319K	Sell	20,000 -55,200	-73%	-$1.4M	0.06%	179
2024 Q4	$2.05M	Buy	75,200 +65,400	+667%	+$2.08M	0.37%	50
2024 Q3	$359K	Buy	9,800 +5,300	+118%	+$217K	0.07%	137
2024 Q2	$249K	Hold	4,500	–	–	0.04%	163
2024 Q1	$209K	Buy	+4,500	New	+$173K	0.03%	205

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

LM Advisors's SOXL Position: Q2 2026 in Review

LM Advisors increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 2,528% in Q2 2026, buying an estimated $1.58M and bringing the position to 9,750 shares worth $2.6M. The position accounts for 0.3% of the portfolio, ranked #60.

LM Advisors first reported a position in SOXL in Q1 2024 and has held it in 9 quarters since. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

LM Advisors held 9,750 shares of Direxion Daily Semiconductor Bull 3X ETF worth $2.6M as of Q2 2026.
LM Advisors bought 9,379 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $1.58M.
Direxion Daily Semiconductor Bull 3X ETF made up 0.3% of LM Advisors's portfolio in Q2 2026, its #60 holding.
LM Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2024 and has held it in 9 quarters since.
201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.