PCS
SOXL icon

Private Client Services’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Private Client 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 		$1.53M Buy
10,324
+2,393
+30% +$327K 0.41% 56
2026
Q2 		$2.12M Sell
7,931
-5,944
-43% -$1M 0.55% 42
2026
Q1 		$665K Buy
+13,875
New +$805K 0.2% 92

Other funds holding SOXL

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Private Client Services's SOXL Position: Q3 2026 in Review

Private Client Services increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 30% in Q3 2026, buying an estimated $327K and bringing the position to 10,324 shares worth $1.53M. The position accounts for 0.41% of the portfolio, ranked #56.

Private Client Services first reported a position in SOXL in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.12M in Q2 2026. 8 funds tracked by Wall St. Rank hold SOXL as of Q3 2026.

  • Private Client Services held 10,324 shares of Direxion Daily Semiconductor Bull 3X ETF worth $1.53M as of Q3 2026.
  • Private Client Services bought 2,393 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2026, an estimated $327K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.41% of Private Client Services's portfolio in Q3 2026, its #56 holding.
  • Private Client Services first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2026 and has held it in 3 quarters since.
  • Private Client Services's Direxion Daily Semiconductor Bull 3X ETF position peaked at $2.12M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.