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 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	–	–	﹤0.01%	165
2024 Q1	$209K	Buy	+4,500	New	+$173K	0.03%	205

Other funds holding SOXL

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LM Advisors's SOXL Position: Q1 2026 in Review

LM Advisors increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 72% in Q1 2026, buying an estimated $8.99K and bringing the position to 371 shares worth $7.75K. The position accounts for 0.12% of the portfolio, ranked #111.

LM Advisors first reported a position in SOXL in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q4 2024. 128 funds tracked by Wall St. Rank hold SOXL as of Q1 2026.

LM Advisors held 371 shares of Direxion Daily Semiconductor Bull 3X ETF worth $7.75K as of Q1 2026.
LM Advisors bought 155 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2026, an estimated $8.99K.
Direxion Daily Semiconductor Bull 3X ETF made up 0.12% of LM Advisors's portfolio in Q1 2026, its #111 holding.
LM Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2024 and has held it in 8 quarters since.
LM Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $2.05M in Q4 2024.
128 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.