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Timothy G. Youngquist 2020 Irrevocable Trust’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		$29.3M Buy
109,740
+1,688
+2% +$284K 5.74% 2
2026
Q1 		$5.18M Hold
108,052
– – 2.23% 6
2025
Q4 		$4.54M Buy
+108,052
New +$4.51M 3.33% 7

Other funds holding SOXL

SS
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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's SOXL Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 1.6% in Q2 2026, buying an estimated $284K and bringing the position to 109,740 shares worth $29.3M. The position accounts for 5.74% of the portfolio, ranked #2.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SOXL in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 109,740 shares of Direxion Daily Semiconductor Bull 3X ETF worth $29.3M as of Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust bought 1,688 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $284K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 5.74% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #2 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.