Edgestream Partners’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Edgestream Partners’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	$247K	Buy	+911	New	+$230K	0.01%	891
2026 Q1	–	Sell	-3,034	Closed	-$669K	–	1096
2025 Q4	$669K	Buy	3,034 +2,050	+208%	+$445K	0.02%	768
2025 Q3	$209K	Sell	984 -1,116	-53%	-$213K	0.01%	838
2025 Q2	$364K	Buy	+2,100	New	+$296K	0.01%	768
2025 Q1	–	Sell	-2,401	Closed	-$405K	–	1052
2024 Q4	$405K	Buy	+2,401	New	+$418K	0.02%	721
2024 Q3	–	Sell	-5,985	Closed	-$874K	–	1062
2024 Q2	$874K	Sell	5,985 -6,039	-50%	-$795K	0.04%	552
2024 Q1	$1.61M	Buy	12,024 +5,022	+72%	+$590K	0.08%	389
2023 Q4	$728K	Sell	7,002 -4,617	-40%	-$402K	0.05%	516
2023 Q3	$909K	Buy	11,619 +3,456	+42%	+$309K	0.07%	429
2023 Q2	$735K	Buy	+8,163	New	+$633K	0.07%	436

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

Edgestream Partners's SPXL Position: Q2 2026 in Review

Edgestream Partners opened a new position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2026: 911 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SPXL as recently as Q4 2025.

Edgestream Partners first reported a position in SPXL in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q1 2024. 152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

Edgestream Partners held 911 shares of Direxion Daily S&P 500 Bull 3x ETF worth $247K as of Q2 2026.
Direxion Daily S&P 500 Bull 3x ETF was a new Edgestream Partners position in Q2 2026.
Direxion Daily S&P 500 Bull 3x ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #891 holding.
Edgestream Partners first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2023 and has held it in 10 quarters since.
Edgestream Partners's Direxion Daily S&P 500 Bull 3x ETF position peaked at $1.61M in Q1 2024.
152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.