SUCCESSION FINANCIAL, INC.’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

SUCCESSION FINANCIAL, INC.’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 Q2	$39.3M	Buy	+145,356	New	+$36.7M	37.41%	1

Other funds holding SPXL

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s SPXL Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2026: 145,356 shares worth $39.3M. The stake represents 37.41% of the portfolio and ranks #1 among its holdings.

72 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 145,356 shares of Direxion Daily S&P 500 Bull 3x ETF worth $39.3M as of Q2 2026.
Direxion Daily S&P 500 Bull 3x ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Direxion Daily S&P 500 Bull 3x ETF made up 37.41% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #1 holding.
72 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.