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Showing 7 of 11 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in DIREXION SHARES ETF TRUST

EP Wealth Advisors, LLC holds 1,592 shares of SOXL (DIREXION SHARES ETF TRUST), worth $424,544 as of 2026-Q2. This is a new position. SOXL represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$424,544

Current Shares

1,592

Total Value Change

-$652,954

Total Shares Change

-27,784

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
1,592
-
$424,5440.0%$266.71
33
2026-Q1
Exited
0
-100.0%
$00.0%$53.42
0
2025-Q4
Decreased
6,551
-78.0%
$275,3510.0%$43.67
0
2025-Q2
Increased
29,789
+1.4%
$748,0090.0%$25.10
25
2025-Q1
Unchanged
29,376
0.0%
$468,5410.0%$15.97
0
2024-Q4
Unchanged
29,376
0.0%
$802,2480.0%$27.76
0
2024-Q3
Unchanged
29,376
0.0%
$1.1M0.0%$37.31
0

Other major holders of SOXL: JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC

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