Westwood Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Westwood Wealth Management’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 Q1	$10.8M	Buy	+225,545	New	+$13.1M	4.24%	7
2025 Q4	–	Sell	-224,865	Closed	-$7.83M	–	125
2025 Q3	$7.83M	Sell	224,865 -79,205	-26%	-$2.21M	2.87%	9
2025 Q2	$7.64M	Buy	304,070 +72,825	+31%	+$1.17M	2.57%	10
2025 Q1	$3.69M	Buy	231,245 +2,800	+1%	+$70.8K	1.59%	12
2024 Q4	$6.24M	Sell	228,445 -28,275	-11%	-$900K	2.25%	10
2024 Q3	$9.42M	Buy	256,720 +29,750	+13%	+$1.22M	3.69%	8
2024 Q2	$12.6M	Buy	226,970 +8,655	+4%	+$403K	4.68%	5
2024 Q1	$10.2M	Buy	+218,315	New	+$8.38M	4.97%	6
2023 Q4	–	Sell	-188,290	Closed	-$3.55M	–	40
2023 Q3	$3.55M	Buy	188,290 +9,500	+5%	+$218K	2.35%	10
2023 Q2	$4.44M	Buy	178,790 +8,825	+5%	+$163K	3.13%	7
2023 Q1	$3.11M	Buy	169,965 +76,275	+81%	+$1.14M	2.77%	7
2022 Q4	$906K	Buy	93,690 +51,799	+124%	+$545K	1.09%	21
2022 Q3	$371K	Buy	41,891 +19,750	+89%	+$307K	0.33%	34
2022 Q2	$290K	Buy	+22,141	New	+$500K	0.33%	36

Other funds holding SOXL

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westwood Wealth Management's SOXL Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2026: 225,545 shares worth $10.8M. The stake represents 4.24% of the portfolio and ranks #7 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in SOXL as recently as Q3 2025.

Westwood Wealth Management first reported a position in SOXL in Q2 2022 and has held it in 14 quarters since. The position peaked at $12.6M in Q2 2024. 128 funds tracked by Wall St. Rank hold SOXL as of Q1 2026.

Westwood Wealth Management held 225,545 shares of Direxion Daily Semiconductor Bull 3X ETF worth $10.8M as of Q1 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new Westwood Wealth Management position in Q1 2026.
Direxion Daily Semiconductor Bull 3X ETF made up 4.24% of Westwood Wealth Management's portfolio in Q1 2026, its #7 holding.
Westwood Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2022 and has held it in 14 quarters since.
Westwood Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $12.6M in Q2 2024.
128 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.