MWM
SOXL icon

Meridian Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Meridian Wealth Management’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 		$2.06M Sell
7,722
-12,157
-61% -$2.05M 0.06% 252
2026
Q1 		$952K Sell
19,879
-737
-4% -$42.8K 0.03% 367
2025
Q4 		$867K Sell
20,616
-762
-4% -$31.8K 0.03% 377
2025
Q3 		$745K Sell
21,378
-5,223
-20% -$145K 0.03% 391
2025
Q2 		$668K Buy
26,601
+16,543
+164% +$266K 0.03% 391
2025
Q1 		$160K Buy
10,058
+624
+7% +$15.8K 0.01% 601
2024
Q4 		$258K Sell
9,434
-686
-7% -$21.8K 0.01% 546
2024
Q3 		$371K Buy
10,120
+236
+2% +$9.66K 0.02% 480
2024
Q2 		$547K Buy
+9,884
New +$460K 0.07% 164
2024
Q1 		– Sell
-11,398
Closed -$358K – 479
2023
Q4 		$358K Buy
11,398
+649
+6% +$14.3K 0.02% 454
2023
Q3 		$203K Buy
10,749
+1,802
+20% +$41.3K 0.01% 508
2023
Q2 		$222K Sell
8,947
-4,690
-34% -$86.5K 0.02% 499
2023
Q1 		$250K Sell
13,637
-5,125
-27% -$76.3K 0.02% 466
2022
Q4 		$181K Buy
18,762
+1,977
+12% +$20.8K 0.02% 492
2022
Q3 		$149K Buy
16,785
+5,318
+46% +$82.6K 0.02% 463
2022
Q2 		$150K Buy
11,467
+4,149
+57% +$93.6K 0.01% 523
2022
Q1 		$284K Buy
7,318
+2,950
+68% +$131K 0.03% 322
2021
Q4 		$297K Buy
+4,368
New +$248K 0.03% 320
2020
Q4 		– Sell
-58,920
Closed -$994K – 347
2020
Q3 		$994K Sell
58,920
-24,240
-29% -$376K 0.24% 84
2020
Q2 		$1.04M Buy
83,160
+19,560
+31% +$187K 0.35% 64
2020
Q1 		$401K Buy
63,600
+35,940
+130% +$543K 0.18% 127
2019
Q4 		$506K Buy
27,660
+9,060
+49% +$131K 0.24% 83
2019
Q3 		$211K Buy
18,600
+10,845
+140% +$118K 0.1% 189
2019
Q2 		$76.7K Buy
+7,755
New +$77.1K 0.03% 307

Other funds holding SOXL

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
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
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Meridian Wealth Management's SOXL Position: Q2 2026 in Review

Meridian Wealth Management reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 61% in Q2 2026, selling an estimated $2.05M and leaving 7,722 shares worth $2.06M. The position accounts for 0.06% of the portfolio, ranked #252.

Meridian Wealth Management first reported a position in SOXL in Q2 2019 and has held it in 24 quarters since. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Meridian Wealth Management held 7,722 shares of Direxion Daily Semiconductor Bull 3X ETF worth $2.06M as of Q2 2026.
  • Meridian Wealth Management sold 12,157 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $2.05M.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Meridian Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2019 and has held it in 24 quarters since.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.