Question 1

How many shares of SOXL does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 1,592 shares of SOXL (DIREXION SHARES ETF TRUST).

Question 2

What is EP Wealth Advisors, LLC's SOXL position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's SOXL position is worth $424,544.

Question 3

Is EP Wealth Advisors, LLC buying or selling SOXL?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC opened a new position in SOXL.

Question 4

When did EP Wealth Advisors, LLC first buy SOXL?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in SOXL in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	1,592	—	$424,544	0.0%	$266.71	33
2026-Q1	Exited	0	-100.0%	$0	0.0%	$53.42	0
2025-Q4	Decreased	6,551	-78.0%	$275,351	0.0%	$43.67	0
2025-Q2	Increased	29,789	+1.4%	$748,009	0.0%	$25.10	25
2025-Q1	Unchanged	29,376	0.0%	$468,541	0.0%	$15.97	0
2024-Q4	Unchanged	29,376	0.0%	$802,248	0.0%	$27.76	0
2024-Q3	Unchanged	29,376	0.0%	$1.1M	0.0%	$37.31	0