AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP SOXS β€” DIREXION SHS ETF TR

Ownership history in AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP  Β·  4 quarters on record

AI Ownership Summary

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported DIREXION SHS ETF TR (SOXS) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.2% in 2025 Q2. The latest visible filing shows SOXS at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOXS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SOXS was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOXS stock page AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP fund profile AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP full holdings
How AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held SOXS β€” position size vs. price
% of Fund (quarterly)    SOXS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 55,307 +2,055 +3.9% 0.09% $152K 2026-01-06 $7006.10
2025 Q3 ADDED β€” β€” β€” 53,252 +14,919 +38.9% 0.15% $261K 2025-10-17 $11793.51
2025 Q2 REDUCED 19.1% -32.0% βœ… 38,333 -9,028 -19.1% 0.20% $307K 2025-07-11 $20635.29
2024 Q1 INITIATED β€” β€” β€” 47,361 β€” β€” 0.11% $155K 2024-04-15 $100184.63

🏒 Other funds also holding SOXS

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.02% Daytona Street Capital LLC 0.0%

FAQ About AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP and SOXS

These are the practical questions this page is built to answer before you even open the full history table.

How long has AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported owning SOXS?

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported SOXS across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SOXS position in AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's portfolio?

The largest reported portfolio weight for SOXS was 0.20% in 2025 Q2.

What is the latest reported SOXS position on this page?

The most recent filing on this page is 2025 Q4, when AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported 55,307 shares, equal to 0.09% of portfolio, with an estimated market value of $152K.

What does the chart on this SOXS ownership page compare?

The chart compares AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's quarterly SOXS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP time their SOXS position?

Based on 13F filing dates vs. subsequent SOXS price moves, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP correctly timed 1 out of 3 reported position changes (33%).

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