Financial Advocates Investment Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Financial Advocates Investment 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
2024 Q1	–	Sell	-22,977	Closed	-$2.39M	–	808
2023 Q4	$2.39M	Buy	22,977 +8,286	+56%	+$722K	0.16%	148
2023 Q3	$1.15M	Buy	+14,691	New	+$1.31M	0.08%	244
2022 Q4	–	Sell	-95,087	Closed	-$5.09M	–	860
2022 Q3	$5.09M	Buy	95,087 +17,891	+23%	+$1.35M	0.42%	55
2022 Q2	$5.06M	Buy	77,196 +31,987	+71%	+$2.81M	0.41%	58
2022 Q1	$5.42M	Buy	45,209 +32,122	+245%	+$3.75M	0.36%	65
2021 Q4	$1.88M	Buy	13,087 +1,658	+15%	+$216K	0.12%	208
2021 Q3	$1.22M	Buy	+11,429	New	+$1.33M	0.08%	273

Other funds holding SPXL

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HCS

Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FTUS

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

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Financial Advocates Investment Management's SPXL Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2024, closing a stake of 22,977 shares — an estimated $2.39M sold.

Financial Advocates Investment Management first reported a position in SPXL in Q3 2021 and held it in 7 quarters. The position peaked at $5.42M in Q1 2022. 111 funds tracked by Wall St. Rank hold SPXL as of Q1 2024.

Financial Advocates Investment Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 22,977 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2024, an estimated $2.39M.
Financial Advocates Investment Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q3 2021 and held it in 7 quarters.
Financial Advocates Investment Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $5.42M in Q1 2022.
111 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.