Discipline Wealth Solutions’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Discipline Wealth Solutions’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	$1.6M	Sell	5,896 -5,973	-50%	-$1.51M	0.14%	72
2026 Q1	$2.19M	Buy	11,869 +743	+7%	+$160K	0.23%	59
2025 Q4	$2.45M	Buy	11,126 +4,599	+70%	+$999K	0.46%	45
2025 Q3	$1.38M	Buy	6,527 +998	+18%	+$190K	0.36%	48
2025 Q2	$959K	Buy	+5,529	New	+$779K	0.37%	41
2025 Q1	–	Sell	-3,953	Closed	-$667K	–	77
2024 Q4	$667K	Buy	3,953 +1,109	+39%	+$193K	0.31%	40
2024 Q3	$466K	Buy	+2,844	New	+$425K	0.25%	46

Other funds holding SPXL

PIS

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

HCM

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

IWP

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

Succession Financial Mckinney, Texas $105M AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Discipline Wealth Solutions's SPXL Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 50% in Q2 2026, selling an estimated $1.51M and leaving 5,896 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #72.

Discipline Wealth Solutions first reported a position in SPXL in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q4 2025. 152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

Discipline Wealth Solutions held 5,896 shares of Direxion Daily S&P 500 Bull 3x ETF worth $1.6M as of Q2 2026.
Discipline Wealth Solutions sold 5,973 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $1.51M.
Direxion Daily S&P 500 Bull 3x ETF made up 0.14% of Discipline Wealth Solutions's portfolio in Q2 2026, its #72 holding.
Discipline Wealth Solutions first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q3 2024 and has held it in 7 quarters since.
Discipline Wealth Solutions's Direxion Daily S&P 500 Bull 3x ETF position peaked at $2.45M in Q4 2025.
152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.