Wealth Enhancement Advisory Services’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$522K	Buy	3,661 +147	+4%	+$20.1K	﹤0.01%	2769
2026 Q2	$676K	Sell	3,514 -1,036	-23%	-$174K	﹤0.01%	2410
2026 Q1	$240K	Sell	4,550 -200	-4%	-$11.6K	﹤0.01%	2986
2025 Q4	$257K	Buy	+4,750	New	+$198K	﹤0.01%	3062

Other funds holding SOXL

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's SOXL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 4.2% in Q3 2026, buying an estimated $20.1K and bringing the position to 3,661 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Wealth Enhancement Advisory Services first reported a position in SOXL in Q4 2025 and has held it in 4 quarters since. The position peaked at $676K in Q2 2026. 8 funds tracked by Wall St. Rank hold SOXL as of Q3 2026.

Wealth Enhancement Advisory Services held 3,661 shares of Direxion Daily Semiconductor Bull 3X ETF worth $522K as of Q3 2026.
Wealth Enhancement Advisory Services bought 147 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2026, an estimated $20.1K.
Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2769 holding.
Wealth Enhancement Advisory Services first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's Direxion Daily Semiconductor Bull 3X ETF position peaked at $676K in Q2 2026.
8 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.