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

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-750
Closed -$80K – 1618
2021
Q3 		$80K Hold
750
– – 0.01% 744
2021
Q2 		$79K Hold
750
– – 0.01% 799
2021
Q1 		$63K Buy
+750
New +$58.9K 0.01% 632

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Susquehanna International Group
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JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MS
Mizuho Securities Tokyo, Japan $7.68M AUM 15.91% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Arkadios Wealth Advisors's SPXL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2021, closing a stake of 750 shares — an estimated $80K sold.

Arkadios Wealth Advisors first reported a position in SPXL in Q1 2021 and held it in 3 quarters. The position peaked at $80K in Q3 2021. 100 funds tracked by Wall St. Rank hold SPXL as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 750 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2021, an estimated $80K.
  • Arkadios Wealth Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $80K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.