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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
Q2 		$46.7M Sell
175,015
-50,530
-22% -$8.5M 13.53% 2
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

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Westwood Wealth Management's SOXL Position: Q2 2026 in Review

Westwood Wealth Management reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 22% in Q2 2026, selling an estimated $8.5M and leaving 175,015 shares worth $46.7M. The position accounts for 13.53% of the portfolio, ranked #2.

Westwood Wealth Management first reported a position in SOXL in Q2 2022 and has held it in 15 quarters since. 203 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Westwood Wealth Management held 175,015 shares of Direxion Daily Semiconductor Bull 3X ETF worth $46.7M as of Q2 2026.
  • Westwood Wealth Management sold 50,530 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $8.5M.
  • Direxion Daily Semiconductor Bull 3X ETF made up 13.53% of Westwood Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Westwood Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2022 and has held it in 15 quarters since.
  • 203 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.