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

AE Wealth Management’s Portfolio SPXL Stock Details SPXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Buy	+792	New	+$200K	﹤0.01%	1680
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

Other funds holding SPXL

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AE Wealth Management's SPXL Position: Q2 2026 in Review

AE Wealth Management opened a new position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2026: 792 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1680 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SPXL as recently as Q4 2025.

AE Wealth Management first reported a position in SPXL in Q4 2021 and has held it in 9 quarters since. The position peaked at $705K in Q4 2025. 154 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

AE Wealth Management held 792 shares of Direxion Daily S&P 500 Bull 3x ETF worth $214K as of Q2 2026.
Direxion Daily S&P 500 Bull 3x ETF was a new AE Wealth Management position in Q2 2026.
Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1680 holding.
AE Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2021 and has held it in 9 quarters since.
AE Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $705K in Q4 2025.
154 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.