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

AXS Investments’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
Q3 		– Sell
-4,425
Closed -$398K – 467
2023
Q2 		$398K Buy
+4,425
New +$343K 0.11% 226
2022
Q2 		– Sell
-5,230
Closed -$627K – 224
2022
Q1 		$627K Buy
5,230
+1,090
+26% +$127K 0.25% 75
2021
Q4 		$594K Buy
+4,140
New +$539K 0.14% 106
2021
Q3 		– Sell
-5,950
Closed -$634K – 203
2021
Q2 		$634K Sell
5,950
-2,900
-33% -$286K 0.19% 100
2021
Q1 		$752K Buy
+8,850
New +$695K 0.27% 86

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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 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

AXS Investments's SPXL Position: Q3 2023 in Review

AXS Investments sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q3 2023, closing a stake of 4,425 shares — an estimated $398K sold.

AXS Investments first reported a position in SPXL in Q1 2021 and held it in 5 quarters. The position peaked at $752K in Q1 2021. 101 funds tracked by Wall St. Rank hold SPXL as of Q3 2023.

  • AXS Investments reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q3 2023 after selling out during the quarter.
  • AXS Investments sold 4,425 Direxion Daily S&P 500 Bull 3x ETF shares in Q3 2023, an estimated $398K.
  • AXS Investments first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2021 and held it in 5 quarters.
  • AXS Investments's Direxion Daily S&P 500 Bull 3x ETF position peaked at $752K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.