Capital Directions Investment Advisors’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Capital Directions Investment 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
2021 Q1	–	Sell	-306	Closed	-$22K	–	324
2020 Q4	$22K	Buy	306 +23	+8%	+$1.42K	0.01%	150
2020 Q3	$15K	Buy	283 +14	+5%	+$720	0.01%	170
2020 Q2	$11K	Buy	269 +91	+51%	+$3.34K	﹤0.01%	187
2020 Q1	$5K	Buy	+178	New	+$10K	﹤0.01%	217

Other funds holding SPXL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFM

Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Capital Directions Investment Advisors's SPXL Position: Q1 2021 in Review

Capital Directions Investment Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2021, closing a stake of 306 shares — an estimated $22K sold.

Capital Directions Investment Advisors first reported a position in SPXL in Q1 2020 and held it in 4 quarters. The position peaked at $22K in Q4 2020. 74 funds tracked by Wall St. Rank hold SPXL as of Q1 2021.

Capital Directions Investment Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2021 after selling out during the quarter.
Capital Directions Investment Advisors sold 306 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2021, an estimated $22K.
Capital Directions Investment Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2020 and held it in 4 quarters.
Capital Directions Investment Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $22K in Q4 2020.
74 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.