Optimum Investment Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45.3K Hold
1,300
0.02% 364
2025
Q2
$32.6K Buy
1,300
+1,100
+550% +$17.7K 0.01% 388
2025
Q1
$3.19K Hold
200
﹤0.01% 578
2024
Q4
$5.46K Hold
200
﹤0.01% 547
2024
Q3
$7.34K Buy
+200
New +$8.19K ﹤0.01% 552
2023
Q1
Sell
-1,500
Closed -$14.5K 779
2022
Q4
$14.5K Buy
+1,500
New +$15.8K 0.01% 529

Other funds holding SOXL

Optimum Investment Advisors's SOXL Position: Q3 2025 in Review

Optimum Investment Advisors held its Direxion Daily Semiconductor Bull 3X ETF (SOXL) position steady in Q3 2025 at 1,300 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #364.

Optimum Investment Advisors first reported a position in SOXL in Q4 2022 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold SOXL as of Q3 2025.

  • Optimum Investment Advisors held 1,300 shares of Direxion Daily Semiconductor Bull 3X ETF worth $45.3K as of Q3 2025.
  • Optimum Investment Advisors left its Direxion Daily Semiconductor Bull 3X ETF share count unchanged in Q3 2025.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #364 holding.
  • Optimum Investment Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2022 and has held it in 6 quarters since.
  • 117 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.