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

Burt 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
2017
Q3 		– Sell
-650
Closed -$22K – 400
2017
Q2 		$22K Buy
+650
New +$21.5K 0.02% 247
2015
Q2 		– Sell
-800
Closed -$18K – 403
2015
Q1 		$18K Buy
800
+400
+100% +$8.82K 0.02% 201
2014
Q4 		$9K Buy
+400
New +$8.2K 0.01% 237

Other funds holding SPXL

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Burt Wealth Advisors's SPXL Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q3 2017, closing a stake of 650 shares — an estimated $22K sold.

Burt Wealth Advisors first reported a position in SPXL in Q4 2014 and held it in 3 quarters. The position peaked at $22K in Q2 2017. 37 funds tracked by Wall St. Rank hold SPXL as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 650 Direxion Daily S&P 500 Bull 3x ETF shares in Q3 2017, an estimated $22K.
  • Burt Wealth Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2014 and held it in 3 quarters.
  • Burt Wealth Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $22K in Q2 2017.
  • 37 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.