SeaCrest Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

SeaCrest Wealth Management’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 Q2	$365K	Buy	+1,370	New	+$231K	0.04%	366
2022 Q3	–	Sell	-1,700	Closed	-$22K	–	1382
2022 Q2	$22K	Buy	+1,700	New	+$38.4K	﹤0.01%	1450

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Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Peak Wealth Management Nashua, New Hampshire $143M AUM

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return