EPG
SPXL icon

Estate Planners Group’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Estate Planners Group’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 		– Sell
-650
Closed -$143K – 365
2025
Q4 		$143K Buy
+650
New +$141K 0.06% 86

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Estate Planners Group's SPXL Position: Q1 2026 in Review

Estate Planners Group sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2026, closing a stake of 650 shares — an estimated $143K sold.

Estate Planners Group first reported a position in SPXL in Q4 2025 and held it in 1 quarter. The position peaked at $143K in Q4 2025. 137 funds tracked by Wall St. Rank hold SPXL as of Q1 2026.

  • Estate Planners Group reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 650 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2026, an estimated $143K.
  • Estate Planners Group first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Direxion Daily S&P 500 Bull 3x ETF position peaked at $143K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.