AE Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,198	Closed	-$705K	–	2695
2025 Q4	$705K	Buy	3,198 +1,885	+144%	+$410K	﹤0.01%	914
2025 Q3	$278K	Buy	1,313 +14	+1%	+$2.67K	﹤0.01%	1218
2025 Q2	$225K	Buy	1,299 +292	+29%	+$41.1K	﹤0.01%	1248
2025 Q1	$141K	Sell	1,007 -223	-18%	-$37.2K	﹤0.01%	1359
2024 Q4	$208K	Buy	+1,230	New	+$214K	﹤0.01%	1259
2024 Q1	–	Sell	-2,217	Closed	-$246K	–	1866
2023 Q4	$246K	Buy	+2,217	New	+$193K	﹤0.01%	1803
2023 Q3	–	Sell	-2,497	Closed	-$225K	–	2065
2023 Q2	$225K	Buy	+2,497	New	+$194K	﹤0.01%	1701
2022 Q1	–	Sell	-1,848	Closed	-$265K	–	1806
2021 Q4	$265K	Buy	+1,848	New	+$241K	﹤0.01%	1497