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 Q3	$2.45M	Buy	8,711 +2,815	+48%	+$791K	0.21%	62
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

Succession Financial Mckinney, Texas $104M AUM

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NPI

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Discipline Wealth Solutions's SPXL Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 48% in Q3 2026, buying an estimated $791K and bringing the position to 8,711 shares worth $2.45M. The position accounts for 0.21% of the portfolio, ranked #62.

Discipline Wealth Solutions first reported a position in SPXL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q4 2025. 13 funds tracked by Wall St. Rank hold SPXL as of Q3 2026.

Discipline Wealth Solutions held 8,711 shares of Direxion Daily S&P 500 Bull 3x ETF worth $2.45M as of Q3 2026.
Discipline Wealth Solutions bought 2,815 Direxion Daily S&P 500 Bull 3x ETF shares in Q3 2026, an estimated $791K.
Direxion Daily S&P 500 Bull 3x ETF made up 0.21% of Discipline Wealth Solutions's portfolio in Q3 2026, its #62 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 8 quarters since.
Discipline Wealth Solutions's Direxion Daily S&P 500 Bull 3x ETF position peaked at $2.45M in Q4 2025.
13 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.