CPA
SPXL icon

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

Clear Perspective 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
2018
Q3 		– Sell
-160
Closed -$7K – 394
2018
Q2 		$7K Buy
160
+60
+60% +$2.63K ﹤0.01% 398
2018
Q1 		$4K Buy
+100
New +$4.66K ﹤0.01% 420

Other funds holding SPXL

WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
PFM
Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Clear Perspective Advisors's SPXL Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q3 2018, closing a stake of 160 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in SPXL in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 49 funds tracked by Wall St. Rank hold SPXL as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 160 Direxion Daily S&P 500 Bull 3x ETF shares in Q3 2018, an estimated $7K.
  • Clear Perspective Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $7K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.