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

EP Wealth Advisors’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 		$1.1M Buy
4,077
+116
+3% +$29.3K ﹤0.01% 718
2026
Q1 		$732K Hold
3,961
– – ﹤0.01% 745
2025
Q4 		$874K Buy
+3,961
New +$861K ﹤0.01% 659
2025
Q2 		$691K Buy
3,985
+341
+9% +$48.1K ﹤0.01% 664
2025
Q1 		$512K Buy
3,644
+26
+0.7% +$4.34K ﹤0.01% 700
2024
Q4 		$610K Sell
3,618
-246
-6% -$42.8K 0.01% 634
2024
Q3 		$634K Buy
3,864
+256
+7% +$38.2K 0.01% 619
2024
Q2 		$527K Buy
3,608
+8
+0.2% +$1.05K 0.01% 521
2024
Q1 		$483K Buy
3,600
+400
+13% +$47K 0.01% 516
2023
Q4 		$333K Hold
3,200
– – ﹤0.01% 586
2023
Q3 		$250K Sell
3,200
-7,021
-69% -$628K ﹤0.01% 601
2023
Q2 		$313K Buy
+10,221
New +$792K ﹤0.01% 557

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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EP Wealth Advisors's SPXL Position: Q2 2026 in Review

EP Wealth Advisors increased its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 2.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 4,077 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #718.

EP Wealth Advisors first reported a position in SPXL in Q2 2023 and has held it in 12 quarters since. 152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • EP Wealth Advisors held 4,077 shares of Direxion Daily S&P 500 Bull 3x ETF worth $1.1M as of Q2 2026.
  • EP Wealth Advisors bought 116 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $29.3K.
  • Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #718 holding.
  • EP Wealth Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2023 and has held it in 12 quarters since.
  • 152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.