MFG
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Merit Financial Group’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Merit Financial Group’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
2025
Q4 		– Sell
-17,600
Closed -$272K – 2020
2025
Q3 		$272K Hold
17,600
– – ﹤0.01% 1513
2025
Q2 		$163K Hold
17,600
– – ﹤0.01% 1592
2025
Q1 		$73K Hold
17,600
– – ﹤0.01% 1368
2024
Q4 		$211K Buy
+17,600
New +$560K ﹤0.01% 1077

Other funds holding SOXL

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
OE
October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Merit Financial Group's SOXL Position: Q2 2026 in Review

Merit Financial Group reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 2.4% in Q2 2026, selling an estimated $72.5K and leaving 17,666 shares worth $4.71M. The position accounts for 0.03% of the portfolio, ranked #450.

Merit Financial Group first reported a position in SOXL in Q3 2023 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Merit Financial Group held 17,666 shares of Direxion Daily Semiconductor Bull 3X ETF worth $4.71M as of Q2 2026.
  • Merit Financial Group sold 431 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $72.5K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #450 holding.
  • Merit Financial Group first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2023 and has held it in 9 quarters since.
  • 58 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.