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

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-42
Closed -$1.45K – 2616
2025
Q3 		$1.45K Buy
+42
New +$1.17K ﹤0.01% 2681

Other funds holding SOXL

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $411M AUM 73.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s SOXL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2025, closing a stake of 42 shares — an estimated $1.45K sold.

Wealthspire Advisors (New York) first reported a position in SOXL in Q3 2025 and held it in 1 quarter. The position peaked at $1.45K in Q3 2025. 125 funds tracked by Wall St. Rank hold SOXL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 42 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2025, an estimated $1.45K.
  • Wealthspire Advisors (New York) first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Direxion Daily Semiconductor Bull 3X ETF position peaked at $1.45K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.