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Ferguson Wellman Capital Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Ferguson Wellman Capital Management’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
Q3 		$1.01M Hold
3,600
– – 0.01% 226
2026
Q2 		$974K Hold
3,600
– – 0.01% 236
2026
Q1 		$666K Hold
3,600
– – 0.01% 256
2025
Q4 		$794K Hold
3,600
– – 0.01% 198
2025
Q3 		$763K Buy
+3,600
New +$687K 0.01% 209

Other funds holding SPXL

SF
Succession Financial Mckinney, Texas $104M AUM
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management's SPXL Position: Q3 2026 in Review

Ferguson Wellman Capital Management held its Direxion Daily S&P 500 Bull 3x ETF (SPXL) position steady in Q3 2026 at 3,600 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #226.

Ferguson Wellman Capital Management first reported a position in SPXL in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold SPXL as of Q3 2026.

  • Ferguson Wellman Capital Management held 3,600 shares of Direxion Daily S&P 500 Bull 3x ETF worth $1.01M as of Q3 2026.
  • Ferguson Wellman Capital Management left its Direxion Daily S&P 500 Bull 3x ETF share count unchanged in Q3 2026.
  • Direxion Daily S&P 500 Bull 3x ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #226 holding.
  • Ferguson Wellman Capital Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.