Summit Financial’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$316K Sell
6,589
-883
-12% -$51.2K ﹤0.01% 1169
2025
Q4
$314K Sell
7,472
-2,710
-27% -$113K ﹤0.01% 1067
2025
Q3
$355K Sell
10,182
-6,097
-37% -$170K 0.01% 1007
2025
Q2
$410K Buy
+16,279
New +$262K 0.01% 608

Other funds holding SOXL

Summit Financial's SOXL Position: Q1 2026 in Review

Summit Financial reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 12% in Q1 2026, selling an estimated $51.2K and leaving 6,589 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Summit Financial first reported a position in SOXL in Q2 2025 and has held it in 4 quarters since. The position peaked at $410K in Q2 2025. 128 funds tracked by Wall St. Rank hold SOXL as of Q1 2026.

  • Summit Financial held 6,589 shares of Direxion Daily Semiconductor Bull 3X ETF worth $316K as of Q1 2026.
  • Summit Financial sold 883 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2026, an estimated $51.2K.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1169 holding.
  • Summit Financial first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's Direxion Daily Semiconductor Bull 3X ETF position peaked at $410K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.