Question 1

Does EP Wealth Advisors own SOXL stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 1,592 shares of SOXL (Direxion Shares ETF Trust Dai Sem), worth $424,544.

Question 2

How many shares of SOXL does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 1,592 shares of SOXL (Direxion Shares ETF Trust Dai Sem).

Question 3

What is EP Wealth Advisors' SOXL position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' SOXL position is worth $424,544.

Question 4

Is EP Wealth Advisors buying or selling SOXL?

Accepted Answer

In Q2 2026, EP Wealth Advisors opened a new SOXL position of 1,592 shares.

Question 5

When did EP Wealth Advisors first buy SOXL?

Accepted Answer

EP Wealth Advisors first reported SOXL in its Q3 2023 13F and has listed it in 10 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	1,592	—	$424,544	0.0%	$266.54	33
2026-Q1	Exited	0	-100.0%	$0	0.0%	$47.88	0
2025-Q4	Decreased	6,551	-78.0%	$275,351	0.0%	$42.00	0
2025-Q2	Increased	29,789	+1.4%	$748,009	0.0%	$25.09	25
2025-Q1	Unchanged	29,376	0.0%	$468,541	0.0%	$15.88	0
2024-Q4	Unchanged	29,376	0.0%	$802,248	0.0%	$27.11	0
2024-Q3	Unchanged	29,376	0.0%	$1.1M	0.0%	$36.31	0