WAP
SOXL icon

Wealthcare Advisory Partners’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-4,378
Closed -$210K – 1146
2026
Q1 		$210K Sell
4,378
-2,545
-37% -$148K ﹤0.01% 1009
2025
Q4 		$291K Sell
6,923
-1,091
-14% -$45.5K 0.01% 885
2025
Q3 		$279K Buy
+8,014
New +$223K 0.01% 882

Other funds holding SOXL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM

Wealthcare Advisory Partners's SOXL Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026, closing a stake of 4,378 shares — an estimated $210K sold.

Wealthcare Advisory Partners first reported a position in SOXL in Q3 2025 and held it in 3 quarters. The position peaked at $291K in Q4 2025. 27 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4,378 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $210K.
  • Wealthcare Advisory Partners first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2025 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Direxion Daily Semiconductor Bull 3X ETF position peaked at $291K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.