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

Pension & Wealth Management Advisors’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
2024
Q1 		– Sell
-10
Closed -$119K – 368
2023
Q4 		$119K Buy
+10
New +$189K 0.07% 130

Other funds holding SOXS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Pension & Wealth Management Advisors's SOXS Position: Q1 2024 in Review

Pension & Wealth Management Advisors sold out of Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q1 2024, closing a stake of 10 shares — an estimated $119K sold.

Pension & Wealth Management Advisors first reported a position in SOXS in Q4 2023 and held it in 1 quarter. The position peaked at $119K in Q4 2023. 37 funds tracked by Wall St. Rank hold SOXS as of Q1 2024.

  • Pension & Wealth Management Advisors reported no remaining Direxion Daily Semiconductor Bear 3X ETF position as of Q1 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 10 Direxion Daily Semiconductor Bear 3X ETF shares in Q1 2024, an estimated $119K.
  • Pension & Wealth Management Advisors first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q4 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Direxion Daily Semiconductor Bear 3X ETF position peaked at $119K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q1 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2024, filed 7 Aug 2026.