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 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

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $168M AUM 27.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $1.68B AUM 39.15% 1-Year Est. Return

J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Optiver Holding

Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return