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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
2023
Q1 		– Sell
-100
Closed -$967 – 47
2022
Q4 		$967 Buy
+100
New +$1.05K ﹤0.01% 44

Other funds holding SOXL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
GS
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
UBS Group
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.