Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$298K Sell
1,610
-351
-18% -$75.6K ﹤0.01% 2386
2025
Q4 		$433K Buy
1,961
+436
+29% +$94.7K ﹤0.01% 2006
2025
Q3 		$323K Buy
1,525
+1,447
+1,855% +$276K ﹤0.01% 2070
2025
Q2 		$14K Hold
78
– – ﹤0.01% 4127
2025
Q1 		$11K Hold
78
– – ﹤0.01% 4076
2024
Q4 		$13K Sell
78
-5
-6% -$871 ﹤0.01% 3731
2024
Q3 		$14K Buy
83
+5
+6% +$747 ﹤0.01% 3601
2024
Q2 		$11K Hold
78
– – ﹤0.01% 3501
2024
Q1 		$10K Hold
78
– – ﹤0.01% 3358
2023
Q4 		$8K Sell
78
-118
-60% -$10.3K ﹤0.01% 3307
2023
Q3 		$15K Buy
196
+118
+151% +$10.6K ﹤0.01% 2892
2023
Q2 		$7K Hold
78
– – ﹤0.01% 3304
2023
Q1 		$6K Hold
78
– – ﹤0.01% 3238
2022
Q4 		$5K Sell
78
-110
-59% -$7.1K ﹤0.01% 3221
2022
Q3 		$10K Buy
188
+26
+16% +$1.96K ﹤0.01% 2699
2022
Q2 		$11K Buy
162
+75
+86% +$6.58K ﹤0.01% 2535
2022
Q1 		$10K Hold
87
– – ﹤0.01% 2497
2021
Q4 		$12K Buy
+87
New +$11.3K ﹤0.01% 2264
2021
Q2 		$9K Hold
87
– – ﹤0.01% 2162
2021
Q1 		$9K Hold
87
– – ﹤0.01% 2162
2020
Q4 		$9K Hold
87
– – ﹤0.01% 2162
2020
Q3 		$9K Hold
87
– – ﹤0.01% 2162
2020
Q2 		$9K Hold
87
– – ﹤0.01% 2162
2020
Q1 		$9K Hold
87
– – ﹤0.01% 2161
2019
Q4 		$9K Hold
87
– – ﹤0.01% 2161
2019
Q3 		$9K Hold
87
– – ﹤0.01% 2161
2019
Q2 		$9K Hold
87
– – ﹤0.01% 2160
2019
Q1 		$9K Buy
+87
New +$3.63K ﹤0.01% 2160

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPXL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 18% in Q1 2026, selling an estimated $75.6K and leaving 1,610 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Carson Wealth (CWM LLC) first reported a position in SPXL in Q1 2019 and has held it in 28 quarters since. The position peaked at $433K in Q4 2025. 137 funds tracked by Wall St. Rank hold SPXL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,610 shares of Direxion Daily S&P 500 Bull 3x ETF worth $298K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 351 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2026, an estimated $75.6K.
  • Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2386 holding.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Direxion Daily S&P 500 Bull 3x ETF position peaked at $433K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.