OAS
SOXL icon

Optivise Advisory Services’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Optivise Advisory Services’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
Q1 		– Sell
-7,680
Closed -$323K – 212
2025
Q4 		$323K Sell
7,680
-6,832
-47% -$285K 0.19% 128
2025
Q3 		$506K Sell
14,512
-3,444
-19% -$95.9K 0.3% 84
2025
Q2 		$451K Buy
17,956
+4,760
+36% +$76.6K 0.23% 103
2025
Q1 		$210K Buy
+13,196
New +$334K 0.12% 179

Other funds holding SOXL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optivise Advisory Services's SOXL Position: Q1 2026 in Review

Optivise Advisory Services sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2026, closing a stake of 7,680 shares — an estimated $323K sold.

Optivise Advisory Services first reported a position in SOXL in Q1 2025 and held it in 4 quarters. The position peaked at $506K in Q3 2025. 128 funds tracked by Wall St. Rank hold SOXL as of Q1 2026.

  • Optivise Advisory Services reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 7,680 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2026, an estimated $323K.
  • Optivise Advisory Services first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2025 and held it in 4 quarters.
  • Optivise Advisory Services's Direxion Daily Semiconductor Bull 3X ETF position peaked at $506K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.