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Merit Financial Group’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Merit Financial Group’s Portfolio SOXS Stock Details SOXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-138
Closed -$797K – 1746
2025
Q1 		$797K Sell
138
-94
-41% -$412K 0.01% 741
2024
Q4 		$1.04M Buy
232
+169
+268% +$728K 0.02% 496
2024
Q3 		$253K Buy
+63
New +$306K 0.01% 715
2024
Q1 		– Sell
-10
Closed -$116K – 922
2023
Q4 		$116K Buy
+10
New +$189K ﹤0.01% 751

Other funds holding SOXS

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Merit Financial Group's SOXS Position: Q2 2025 in Review

Merit Financial Group sold out of Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q2 2025, closing a stake of 138 shares — an estimated $797K sold.

Merit Financial Group first reported a position in SOXS in Q4 2023 and held it in 4 quarters. The position peaked at $1.04M in Q4 2024. 38 funds tracked by Wall St. Rank hold SOXS as of Q2 2025.

  • Merit Financial Group reported no remaining Direxion Daily Semiconductor Bear 3X ETF position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 138 Direxion Daily Semiconductor Bear 3X ETF shares in Q2 2025, an estimated $797K.
  • Merit Financial Group first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q4 2023 and held it in 4 quarters.
  • Merit Financial Group's Direxion Daily Semiconductor Bear 3X ETF position peaked at $1.04M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.