Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SOXS Stock Details SOXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.7K	Buy	+1,120	New	+$133K	﹤0.01%	3933
2026 Q1	–	Sell	-1,093	Closed	-$520K	–	3843
2025 Q4	$520K	Hold	1,093	–	–	﹤0.01%	2446
2025 Q3	$995K	Buy	1,093 +414	+61%	+$571K	﹤0.01%	1871
2025 Q2	$1.01M	Buy	679 +556	+452%	+$1.89M	﹤0.01%	1749
2025 Q1	$712K	Hold	123	–	–	﹤0.01%	1811
2024 Q4	$552K	Hold	123	–	–	﹤0.01%	1924
2024 Q3	$498K	Buy	+123	New	+$597K	﹤0.01%	1838
2024 Q2	–	Sell	-123	Closed	-$789K	–	2699
2024 Q1	$789K	Buy	+123	New	+$1.11M	﹤0.01%	1344

Other funds holding SOXS

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return