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Pension & Wealth Management Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Pension & Wealth Management Advisors’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
2025
Q4 		– Sell
-50
Closed -$1.74K – 597
2025
Q3 		$1.74K Hold
50
– – ﹤0.01% 492
2025
Q2 		$1.26K Hold
50
– – ﹤0.01% 449
2025
Q1 		$798 Buy
+50
New +$1.26K ﹤0.01% 446

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 74.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
EWM
Elevatus Welath Management Victor, New York $411M AUM 73.08% 1-Year Est. Return

Pension & Wealth Management Advisors's SOXL Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2025, closing a stake of 50 shares — an estimated $1.74K sold.

Pension & Wealth Management Advisors first reported a position in SOXL in Q1 2025 and held it in 3 quarters. The position peaked at $1.74K in Q3 2025. 125 funds tracked by Wall St. Rank hold SOXL as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 50 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2025, an estimated $1.74K.
  • Pension & Wealth Management Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2025 and held it in 3 quarters.
  • Pension & Wealth Management Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $1.74K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.