Cassady Schiller Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$1.01K	Hold	6	–	–	﹤0.01%	783
2024 Q3	$984	Hold	6	–	–	﹤0.01%	422
2024 Q2	$876	Hold	6	–	–	﹤0.01%	433
2024 Q1	$804	Hold	6	–	–	﹤0.01%	463
2023 Q4	$624	Hold	6	–	–	﹤0.01%	417
2023 Q3	$469	Hold	6	–	–	﹤0.01%	437
2023 Q2	$540	Hold	6	–	–	﹤0.01%	452
2023 Q1	$439	Buy	+6	New	+$414	﹤0.01%	436

Other funds holding SPXL

PIS

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

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

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

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassady Schiller Wealth Management's SPXL Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Direxion Daily S&P 500 Bull 3x ETF (SPXL) position steady in Q4 2024 at 6 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Cassady Schiller Wealth Management first reported a position in SPXL in Q1 2023 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold SPXL as of Q4 2024.

Cassady Schiller Wealth Management held 6 shares of Direxion Daily S&P 500 Bull 3x ETF worth $1.01K as of Q4 2024.
Cassady Schiller Wealth Management left its Direxion Daily S&P 500 Bull 3x ETF share count unchanged in Q4 2024.
Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #783 holding.
Cassady Schiller Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2023 and has held it in 8 quarters since.
143 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.