Wealth Enhancement Advisory Services
SOXS icon

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

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's SOXS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Direxion Daily Semiconductor Bear 3X ETF (SOXS) in Q2 2026: 1,120 shares worth $45.7K. The stake represents ﹤0.01% of the portfolio and ranks #3933 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in SOXS as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in SOXS in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q2 2025. 73 funds tracked by Wall St. Rank hold SOXS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,120 shares of Direxion Daily Semiconductor Bear 3X ETF worth $45.7K as of Q2 2026.
  • Direxion Daily Semiconductor Bear 3X ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Direxion Daily Semiconductor Bear 3X ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3933 holding.
  • Wealth Enhancement Advisory Services first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q1 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Direxion Daily Semiconductor Bear 3X ETF position peaked at $1.01M in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.