CREATIVE FINANCIAL DESIGNS INC /ADV SOXL — DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  8 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows SOXL at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES, 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
2026 Q1

SOXL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

SOXL stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SOXL — position size vs. price
% of Fund (quarterly)    SOXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 200 — 0% 0.00% $10K 2026-04-13 $80.56
2025 Q4 REDUCED 50.5% +14.0% ❌ 200 -204 -50.5% 0.00% $8K 2026-02-06 $61.75
2025 Q3 ADDED — — — 404 +1 +0.2% 0.00% $14K 2025-11-14 (Est.) $38.86
2025 Q2 ADDED — — — 403 +2 +0.5% 0.00% $10K 2025-08-04 $24.99
2025 Q1 ADDED — — — 401 +200 +99.5% 0.00% $6K 2025-04-23 $10.25
2024 Q4 ADDED — — — 201 +1 +0.5% 0.00% $5K 2025-02-10 $27.17
2024 Q3 ADDED — — — 200 +100 +100.0% 0.00% $7K 2024-10-28 $35.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SOXL

As of 2026 Q1 — sorted by position size

PayPay Securities Corp 3Y 7.96% October Effect Ltd 3.32% ELEVATUS WELATH MANAGEMENT 1.46% Dedeker Financial LLC 0.43% BLVD Private Wealth, LLC 0.41% PRIVATE CLIENT SERVICES, LLC 0.2% StoneCrest Wealth Management, Inc. 0.19% Marex Group plc 0.07% Discipline Wealth Solutions, LLC 0.05% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.05%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SOXL

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning SOXL?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SOXL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SOXL position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for SOXL was 0.00% in 2025 Q3.

What is the latest reported SOXL position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this SOXL ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly SOXL 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 CREATIVE FINANCIAL DESIGNS INC /ADV time their SOXL position?

Based on 13F filing dates vs. subsequent SOXL price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on SOXL relative to SPY over the holding period was +116.7%.

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