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

Belpointe Asset Management’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	-3	Closed	-$220	–	2996
2023 Q1	$220	Hold	3	–	–	﹤0.01%	3665
2022 Q4	$186	Buy	+3	New	+$194	﹤0.01%	3640
2019 Q2	–	Sell	-8,331	Closed	-$447K	–	648
2019 Q1	$447K	Sell	8,331 -8,769	-51%	-$366K	0.09%	182
2018 Q4	$563K	Buy	+17,100	New	+$729K	0.14%	156

Other funds holding SPXL

PIS

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

Belpointe Asset Management's SPXL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2023, closing a stake of 3 shares — an estimated $220 sold.

Belpointe Asset Management first reported a position in SPXL in Q4 2018 and held it in 4 quarters. The position peaked at $563K in Q4 2018. 95 funds tracked by Wall St. Rank hold SPXL as of Q2 2023.

Belpointe Asset Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2023, an estimated $220.
Belpointe Asset Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2018 and held it in 4 quarters.
Belpointe Asset Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $563K in Q4 2018.
95 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.