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

Westmount 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	$40K	Buy	+150	New	+$25.2K	0.01%	270

Other funds holding SOXL

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peak Wealth Management Nashua, New Hampshire $143M AUM

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Westmount Partners's SOXL Position: Q2 2026 in Review

Westmount Partners opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 150 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

23 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

Westmount Partners held 150 shares of Direxion Daily Semiconductor Bull 3X ETF worth $40K as of Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new Westmount Partners position in Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF made up 0.01% of Westmount Partners's portfolio in Q2 2026, its #270 holding.
23 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.