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Robertson Stephens Wealth Management’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Robertson Stephens Wealth Management’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
2026
Q1 		– Sell
-40
Closed -$25K – 662
2025
Q4 		$25K Buy
+40
New +$29.4K ﹤0.01% 640

Other funds holding SOXS

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Robertson Stephens Wealth Management's SOXS Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q1 2026, closing a stake of 40 shares — an estimated $25K sold.

Robertson Stephens Wealth Management first reported a position in SOXS in Q4 2025 and held it in 1 quarter. The position peaked at $25K in Q4 2025. 32 funds tracked by Wall St. Rank hold SOXS as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Direxion Daily Semiconductor Bear 3X ETF position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 40 Direxion Daily Semiconductor Bear 3X ETF shares in Q1 2026, an estimated $25K.
  • Robertson Stephens Wealth Management first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q4 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Direxion Daily Semiconductor Bear 3X ETF position peaked at $25K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.