BRWA
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B. Riley Wealth Advisors’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

B. Riley 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
2022
Q1 		– Sell
-1,721
Closed -$247K – 1497
2021
Q4 		$247K Sell
1,721
-896
-34% -$117K 0.01% 1168
2021
Q3 		$280K Sell
2,617
-922
-26% -$107K 0.01% 1081
2021
Q2 		$378K Sell
3,539
-84
-2% -$8.28K 0.01% 906
2021
Q1 		$308K Buy
+3,623
New +$284K 0.01% 987

Other funds holding SPXL

MS
Mizuho Securities Tokyo, Japan $7.68M AUM 15.91% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

B. Riley Wealth Advisors's SPXL Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2022, closing a stake of 1,721 shares — an estimated $247K sold.

B. Riley Wealth Advisors first reported a position in SPXL in Q1 2021 and held it in 4 quarters. The position peaked at $378K in Q2 2021. 94 funds tracked by Wall St. Rank hold SPXL as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,721 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2022, an estimated $247K.
  • B. Riley Wealth Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $378K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.