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Asset Dedication LLC’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Asset Dedication LLC’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
2023
Q2 		– Sell
-7
Closed -$1K – 1034
2023
Q1 		$1K Hold
7
– – ﹤0.01% 918
2022
Q4 		$0 Hold
7
– – ﹤0.01% 1126
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1003
2022
Q2 		$0 Hold
7
– – ﹤0.01% 921
2022
Q1 		$1K Hold
7
– – ﹤0.01% 952
2021
Q4 		$1K Hold
7
– – ﹤0.01% 900
2021
Q3 		$1K Hold
7
– – ﹤0.01% 983
2021
Q2 		$1K Hold
7
– – ﹤0.01% 830
2021
Q1 		$1K Hold
7
– – ﹤0.01% 649
2020
Q4 		$1K Hold
7
– – ﹤0.01% 748
2020
Q3 		$0 Hold
7
– – ﹤0.01% 787
2020
Q2 		$0 Buy
+7
New +$257 ﹤0.01% 701

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Asset Dedication LLC's SPXL Position: Q2 2023 in Review

Asset Dedication LLC sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2023, closing a stake of 7 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in SPXL in Q2 2020 and held it in 12 quarters. The position peaked at $1K in Q1 2023. 95 funds tracked by Wall St. Rank hold SPXL as of Q2 2023.

  • Asset Dedication LLC reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2023 after selling out during the quarter.
  • Asset Dedication LLC sold 7 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2023, an estimated $1K.
  • Asset Dedication LLC first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2020 and held it in 12 quarters.
  • Asset Dedication LLC's Direxion Daily S&P 500 Bull 3x ETF position peaked at $1K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2023.

Based on Asset Dedication LLC's 13F filing for Q2 2023, filed 22 Aug 2023.