Optivise Advisory Services
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
Q3 		$203K Buy
+1,376
New +$188K 0.1% 223
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

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Westwood Wealth Management
Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Optivise Advisory Services's SOXL Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2026: 1,376 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #223 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in SOXL as recently as Q4 2025.

Optivise Advisory Services first reported a position in SOXL in Q1 2025 and has held it in 5 quarters since. The position peaked at $506K in Q3 2025. 119 funds tracked by Wall St. Rank hold SOXL as of Q3 2026.

  • Optivise Advisory Services held 1,376 shares of Direxion Daily Semiconductor Bull 3X ETF worth $203K as of Q3 2026.
  • Direxion Daily Semiconductor Bull 3X ETF was a new Optivise Advisory Services position in Q3 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #223 holding.
  • Optivise Advisory Services first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2025 and has held it in 5 quarters since.
  • Optivise Advisory Services's Direxion Daily Semiconductor Bull 3X ETF position peaked at $506K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.