DIREXION SHS ETF TR

Ticker: SOXL CUSIP: 25459W458 Class: DLY SCOND 3XBU

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 29,909 Value ($000) $1,257 Avg Close Range
Q3 2025
Shares 29,926 Value ($000) $1,043 Avg Close Range
Q2 2025
Shares 33,622 Value ($000) $844 Avg Close Range
Q1 2025
Shares 26,893 Value ($000) $429 Avg Close Range
Q4 2024
Shares 416,281 Value ($000) $11,369 Avg Close Range
Q3 2024
Shares 5,888 Value ($000) $216 Avg Close Range
Q2 2023
Shares 35,987 Value ($000) $894 Avg Close Range
Q1 2023
Shares 54,856 Value ($000) $1,004 Avg Close Range
Q4 2022
Shares 56,850 Value ($000) $550 Avg Close Range
Q3 2022
Shares 54,317 Value ($000) $481 Avg Close Range
Q2 2022
Shares 55,905 Value ($000) $732 Avg Close Range
Q1 2022
Shares 55,217 Value ($000) $2,141 Avg Close Range
Q4 2021
Shares 56,585 Value ($000) $3,848 Avg Close Range
Q3 2021
Shares 57,990 Value ($000) $2,322 Avg Close Range
Q2 2021
Shares 57,308 Value ($000) $2,553 Avg Close Range
Q1 2021
Shares 95,810 Value ($000) $3,661 Avg Close Range
Q4 2020
Shares 4,413 Value ($000) $2,058 Avg Close Range
Q3 2020
Shares 4,413 Value ($000) $1,117 Avg Close Range
Q2 2020
Shares 4,052 Value ($000) $763 Avg Close Range
Q1 2020
Shares 2,841 Value ($000) $269 Avg Close Range
Q4 2019
Shares 8,361 Value ($000) $2,298 Avg Close Range
Q3 2019
Shares 11,782 Value ($000) $2,005 Avg Close Range
Q2 2019
Shares 3,622 Value ($000) $537 Avg Close Range
Q1 2019
Shares 3,527 Value ($000) $485 Avg Close Range
Q3 2018
Shares 11,657 Value ($000) $1,802 Avg Close Range
Q2 2018
Shares 11,757 Value ($000) $1,664 Avg Close Range
Q1 2018
Shares 11,667 Value ($000) $1,783 Avg Close Range
Q2 2017
Shares 1,174 Value ($000) $96 Avg Close Range
Q1 2017
Shares 1,000 Value ($000) $78 Avg Close Range
Q4 2016
Shares 1,000 Value ($000) $57 Avg Close Range
Q3 2016
Shares 1,000 Value ($000) $48 Avg Close Range
Q2 2016
Shares 1,000 Value ($000) $28 Avg Close Range
Q1 2016
Shares 2,000 Value ($000) $54 Avg Close Range
Q4 2015
Shares 2,000 Value ($000) $54 Avg Close Range
Q3 2015
Shares 1,000 Value ($000) $21 Avg Close Range