EP Wealth Advisors’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
2025
Q1
$512K Buy
2024
Q4
$610K Sell
2024
Q3
$634K Buy
2024
Q2
$527K Buy
2024
Q1
$483K Buy
2023
Q4
$333K Hold
2023
Q3
$250K Sell
2023
Q2
$313K Buy