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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

StoneCrest Wealth Management reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 56% in Q2 2026, selling an estimated $875K and leaving 4,157 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #50.

StoneCrest Wealth Management first reported a position in SOXL in Q4 2023 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

StoneCrest Wealth Management held 4,157 shares of Direxion Daily Semiconductor Bull 3X ETF worth $1.11M as of Q2 2026.
StoneCrest Wealth Management sold 5,196 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $875K.
Direxion Daily Semiconductor Bull 3X ETF made up 0.35% of StoneCrest Wealth Management's portfolio in Q2 2026, its #50 holding.
StoneCrest Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2023 and has held it in 11 quarters since.
201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.