Question 1

Does Creative Planning own SOXL stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Creative Planning holds 9,078 shares of SOXL, worth $1.3M.

Question 2

How many shares of SOXL does Creative Planning own?

Accepted Answer

As of its Q3 2026 13F, Creative Planning holds 9,078 shares of SOXL.

Question 3

What is Creative Planning's SOXL position worth?

Accepted Answer

As of its Q3 2026 13F, Creative Planning's SOXL position is worth $1.3M.

Question 4

Is Creative Planning buying or selling SOXL?

Accepted Answer

In Q3 2026, Creative Planning increased its SOXL position by 2,185 shares (+31.7%).

Question 5

When did Creative Planning first buy SOXL?

Accepted Answer

Creative Planning first reported SOXL in its Q1 2019 13F and has listed it in 27 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	9,078	+31.7%	$1.3M	0.0%	$147.86	32
2026-Q2	Decreased	6,893	-58.2%	$1.8M	0.0%	$266.54	0
2026-Q1	Decreased	16,497	-44.8%	$790,368	0.0%	$47.88	0
2025-Q4	Decreased	29,909	-0.1%	$1.3M	0.0%	$42.00	0
2025-Q3	Decreased	29,926	-11.0%	$1M	0.0%	$34.82	0
2025-Q2	Increased	33,622	+25.0%	$844,243	0.0%	$25.09	30
2025-Q1	Decreased	26,893	-93.5%	$428,941	0.0%	$15.88	0
2024-Q4	Increased	416,281	+6970.0%	$11.4M	0.0%	$27.11	45
2024-Q3	New	5,888	—	$215,955	0.0%	$36.31	32