GER Loftin Wealth Advisors LLC’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

GER Loftin Wealth Advisors LLC’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	$270K	Buy	+960	New	+$270K	0.09%	61

Other funds holding SPXL

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return

TGY2IT

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's SPXL Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q3 2026: 960 shares worth $270K. The stake represents 0.09% of the portfolio and ranks #61 among its holdings.

114 funds tracked by Wall St. Rank hold SPXL as of Q3 2026.

GER Loftin Wealth Advisors LLC held 960 shares of Direxion Daily S&P 500 Bull 3x ETF worth $270K as of Q3 2026.
Direxion Daily S&P 500 Bull 3x ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Direxion Daily S&P 500 Bull 3x ETF made up 0.09% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #61 holding.
114 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.