Polaris Wealth Advisory Group’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$196K	Buy	+10,365	New	+$238K	0.01%	167
2023 Q2	–	Sell	-10,365	Closed	-$190K	–	187
2023 Q1	$190K	Hold	10,365	–	–	0.01%	170
2022 Q4	$129K	Hold	10,365	–	–	0.01%	172
2022 Q3	$86K	Hold	10,365	–	–	0.01%	158
2022 Q2	$136K	Hold	10,365	–	–	0.01%	132
2022 Q1	$316K	Hold	10,365	–	–	0.02%	134
2021 Q4	$705K	Hold	10,365	–	–	0.04%	116
2021 Q3	$419K	Hold	10,365	–	–	0.03%	125
2021 Q2	$441K	Hold	10,365	–	–	0.03%	124
2021 Q1	$461K	Hold	10,365	–	–	0.03%	125
2020 Q4	$371K	Buy	+10,365	New	+$248K	0.03%	146
2020 Q1	–	Sell	-10,365	Closed	-$205K	–	173
2019 Q4	$205K	Buy	+10,365	New	+$150K	0.01%	146
2018 Q4	–	Sell	-9,345	Closed	-$96K	–	406
2018 Q3	$96K	Buy	+9,345	New	+$97.2K	0.01%	199

Other funds holding SOXL

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Taika Capital Sunny Isles Beach, Florida $131M AUM 36.41% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

Polaris Wealth Advisory Group's SOXL Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2023: 10,365 shares worth $196K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in SOXL as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in SOXL in Q3 2018 and has held it in 13 quarters since. The position peaked at $705K in Q4 2021. 88 funds tracked by Wall St. Rank hold SOXL as of Q3 2023.

Polaris Wealth Advisory Group held 10,365 shares of Direxion Daily Semiconductor Bull 3X ETF worth $196K as of Q3 2023.
Direxion Daily Semiconductor Bull 3X ETF was a new Polaris Wealth Advisory Group position in Q3 2023.
Direxion Daily Semiconductor Bull 3X ETF made up 0.01% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #167 holding.
Polaris Wealth Advisory Group first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2018 and has held it in 13 quarters since.
Polaris Wealth Advisory Group's Direxion Daily Semiconductor Bull 3X ETF position peaked at $705K in Q4 2021.
88 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.