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AFAM Capital’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

AFAM Capital’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
2018
Q3 		– Sell
-7,198
Closed -$321K – 183
2018
Q2 		$321K Sell
7,198
-1,422
-16% -$62.4K 0.05% 174
2018
Q1 		$356K Sell
8,620
-255
-3% -$11.9K 0.04% 183
2017
Q4 		$393K Sell
8,875
-9,660
-52% -$406K 0.04% 181
2017
Q3 		$709K Sell
18,535
-27
-0.1% -$972 0.09% 171
2017
Q2 		$634K Sell
18,562
-298
-2% -$9.86K 0.08% 169
2017
Q1 		$596K Sell
18,860
-352
-2% -$10.6K 0.08% 170
2016
Q4 		$518K Buy
19,212
+4,400
+30% +$110K 0.08% 170
2016
Q3 		$360K Sell
14,812
-388
-3% -$9.36K 0.06% 172
2016
Q2 		$334K Sell
15,200
-2,600
-15% -$55.7K 0.06% 169
2016
Q1 		$372K Sell
17,800
-180
-1% -$3.22K 0.06% 158
2015
Q4 		$373K Buy
+17,980
New +$379K 0.06% 145
2015
Q3 		– Sell
-16,824
Closed -$370K – 154
2015
Q2 		$370K Sell
16,824
-5,936
-26% -$138K 0.05% 146
2015
Q1 		$503K Sell
22,760
-7,000
-24% -$154K 0.06% 146
2014
Q4 		$653K Sell
29,760
-7,524
-20% -$154K 0.08% 140
2014
Q3 		$724K Sell
37,284
-2,476
-6% -$48.3K 0.09% 136
2014
Q2 		$756K Sell
39,760
-7,012
-15% -$121K 0.1% 142
2014
Q1 		$773K Sell
46,772
-3,160
-6% -$49.2K 0.1% 138
2013
Q4 		$796K Sell
49,932
-9,900
-17% -$138K 0.11% 128
2013
Q3 		$719K Sell
59,832
-12,236
-17% -$145K 0.1% 128
2013
Q2 		$743K Buy
+72,068
New +$757K 0.1% 132

Other funds holding SPXL

WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
PFM
Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

AFAM Capital's SPXL Position: Q3 2018 in Review

AFAM Capital sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q3 2018, closing a stake of 7,198 shares — an estimated $321K sold.

AFAM Capital first reported a position in SPXL in Q2 2013 and held it in 20 quarters. The position peaked at $796K in Q4 2013. 49 funds tracked by Wall St. Rank hold SPXL as of Q3 2018.

  • AFAM Capital reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q3 2018 after selling out during the quarter.
  • AFAM Capital sold 7,198 Direxion Daily S&P 500 Bull 3x ETF shares in Q3 2018, an estimated $321K.
  • AFAM Capital first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2013 and held it in 20 quarters.
  • AFAM Capital's Direxion Daily S&P 500 Bull 3x ETF position peaked at $796K in Q4 2013.
  • 49 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.