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Wealthspire Advisors (Maryland)’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-42,630
Closed -$402K – 2493
2018
Q2 		$402K Sell
42,630
-21,720
-34% -$222K 0.04% 284
2018
Q1 		$656K Sell
64,350
-8,430
-12% -$93.6K 0.06% 198
2017
Q4 		$669K Sell
72,780
-47,820
-40% -$454K 0.07% 208
2017
Q3 		$927K Buy
+120,600
New +$779K 0.1% 140

Other funds holding SOXL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SOXL Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2018, closing a stake of 42,630 shares — an estimated $402K sold.

Wealthspire Advisors (Maryland) first reported a position in SOXL in Q3 2017 and held it in 4 quarters. The position peaked at $927K in Q3 2017. 26 funds tracked by Wall St. Rank hold SOXL as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 42,630 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2018, an estimated $402K.
  • Wealthspire Advisors (Maryland) first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Direxion Daily Semiconductor Bull 3X ETF position peaked at $927K in Q3 2017.
  • 26 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.