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

StoneCrest 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	$1.11M	Sell	4,157 -5,196	-56%	-$875K	0.35%	50
2026 Q1	$448K	Sell	9,353 -902	-9%	-$52.3K	0.19%	59
2025 Q4	$431K	Buy	10,255 +141	+1%	+$5.88K	0.17%	63
2025 Q3	$352K	Sell	10,114 -303	-3%	-$8.44K	0.15%	62
2025 Q2	$262K	Sell	10,417 -1,491	-13%	-$24K	0.12%	66
2025 Q1	$190K	Sell	11,908 -330	-3%	-$8.34K	0.12%	66
2024 Q4	$334K	Sell	12,238 -550	-4%	-$17.5K	0.22%	55
2024 Q3	$469K	Sell	12,788 -814	-6%	-$33.3K	0.34%	47
2024 Q2	$753K	Sell	13,602 -438	-3%	-$20.4K	0.57%	34
2024 Q1	$653K	Sell	14,040 -1,397	-9%	-$53.6K	0.57%	36
2023 Q4	$485K	Buy	+15,437	New	+$340K	0.46%	38

Other funds holding SOXL

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

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

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

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

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