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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
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

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's SOXL Position: Q1 2026 in Review

SHP Wealth Management reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 30% in Q1 2026, selling an estimated $23.8K and leaving 955 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

SHP Wealth Management first reported a position in SOXL in Q4 2025 and has held it in 2 quarters since. The position peaked at $57.4K in Q4 2025. 129 funds tracked by Wall St. Rank hold SOXL as of Q1 2026.

  • SHP Wealth Management held 955 shares of Direxion Daily Semiconductor Bull 3X ETF worth $45.8K as of Q1 2026.
  • SHP Wealth Management sold 410 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2026, an estimated $23.8K.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #512 holding.
  • SHP Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $57.4K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.