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SOA Wealth Advisors’s Direxion Daily MSFT Bull 2X ETF MSFU Stock Holding History

SOA Wealth Advisors’s Portfolio MSFU Stock Details MSFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.6K Buy
1,679
+1,000
+147% +$30.5K 0.01% 410
2025
Q4 		$28.1K Sell
679
-250
-27% -$11.9K ﹤0.01% 452
2025
Q3 		$48.4K Hold
929
– – 0.01% 382
2025
Q2 		$46.2K Buy
+929
New +$36.3K 0.01% 379

Other funds holding MSFU

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
I
InterCapital Austin, Texas $299M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

SOA Wealth Advisors's MSFU Position: Q1 2026 in Review

SOA Wealth Advisors increased its Direxion Daily MSFT Bull 2X ETF (MSFU) stake by 147% in Q1 2026, buying an estimated $30.5K and bringing the position to 1,679 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #410.

SOA Wealth Advisors first reported a position in MSFU in Q2 2025 and has held it in 4 quarters since. The position peaked at $48.4K in Q3 2025. 24 funds tracked by Wall St. Rank hold MSFU as of Q1 2026.

  • SOA Wealth Advisors held 1,679 shares of Direxion Daily MSFT Bull 2X ETF worth $38.6K as of Q1 2026.
  • SOA Wealth Advisors bought 1,000 Direxion Daily MSFT Bull 2X ETF shares in Q1 2026, an estimated $30.5K.
  • Direxion Daily MSFT Bull 2X ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #410 holding.
  • SOA Wealth Advisors first reported a position in Direxion Daily MSFT Bull 2X ETF in Q2 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's Direxion Daily MSFT Bull 2X ETF position peaked at $48.4K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Direxion Daily MSFT Bull 2X ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.