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

Summit Financial’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 		$844K Sell
3,166
-3,423
-52% -$576K 0.01% 895
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

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
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
GS
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Summit Financial's SOXL Position: Q2 2026 in Review

Summit Financial reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 52% in Q2 2026, selling an estimated $576K and leaving 3,166 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #895.

Summit Financial first reported a position in SOXL in Q2 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Summit Financial held 3,166 shares of Direxion Daily Semiconductor Bull 3X ETF worth $844K as of Q2 2026.
  • Summit Financial sold 3,423 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $576K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #895 holding.
  • Summit Financial first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2025 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.