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

SHP 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 		– Sell
-955
Closed -$45.8K – 2068
2026
Q1 		$45.8K Sell
955
-410
-30% -$23.8K ﹤0.01% 512
2025
Q4 		$57.4K Buy
+1,365
New +$57K ﹤0.01% 448

Other funds holding SOXL

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SHP Wealth Management's SOXL Position: Q2 2026 in Review

SHP Wealth Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026, closing a stake of 955 shares — an estimated $45.8K sold.

SHP Wealth Management first reported a position in SOXL in Q4 2025 and held it in 2 quarters. The position peaked at $57.4K in Q4 2025. 204 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • SHP Wealth Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 955 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $45.8K.
  • SHP Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $57.4K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.