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Modern Wealth Management’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Modern Wealth Management’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
Q4 		– Sell
-80
Closed -$82.7K – 888
2025
Q3 		$82.7K Buy
+80
New +$110K ﹤0.01% 794

Other funds holding SOXS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Modern Wealth Management's SOXS Position: Q4 2025 in Review

Modern Wealth Management sold out of Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q4 2025, closing a stake of 80 shares — an estimated $82.7K sold.

Modern Wealth Management first reported a position in SOXS in Q3 2025 and held it in 1 quarter. The position peaked at $82.7K in Q3 2025. 41 funds tracked by Wall St. Rank hold SOXS as of Q4 2025.

  • Modern Wealth Management reported no remaining Direxion Daily Semiconductor Bear 3X ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 80 Direxion Daily Semiconductor Bear 3X ETF shares in Q4 2025, an estimated $82.7K.
  • Modern Wealth Management first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q3 2025 and held it in 1 quarter.
  • Modern Wealth Management's Direxion Daily Semiconductor Bear 3X ETF position peaked at $82.7K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.