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Epic Trust Investment Advisors’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Epic Trust Investment 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
2023
Q2 		– Sell
-3,312
Closed -$242K – 117
2023
Q1 		$242K Buy
+3,312
New +$229K 0.3% 92
2022
Q4 		– Sell
-4,406
Closed -$236K – 104
2022
Q3 		$236K Buy
+4,406
New +$333K 0.33% 89
2022
Q2 		– Sell
-2,913
Closed -$349K – 91
2022
Q1 		$349K Buy
+2,913
New +$340K 0.54% 40

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Epic Trust Investment Advisors's SPXL Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2023, closing a stake of 3,312 shares — an estimated $242K sold.

Epic Trust Investment Advisors first reported a position in SPXL in Q1 2022 and held it in 3 quarters. The position peaked at $349K in Q1 2022. 95 funds tracked by Wall St. Rank hold SPXL as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 3,312 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2023, an estimated $242K.
  • Epic Trust Investment Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2022 and held it in 3 quarters.
  • Epic Trust Investment Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $349K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.