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FormulaFolio Investments’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-3,137
Closed -$227K – 763
2020
Q4 		$227K Buy
+3,137
New +$194K ﹤0.01% 597

Other funds holding SPXL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFM
Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

FormulaFolio Investments's SPXL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2021, closing a stake of 3,137 shares — an estimated $227K sold.

FormulaFolio Investments first reported a position in SPXL in Q4 2020 and held it in 1 quarter. The position peaked at $227K in Q4 2020. 74 funds tracked by Wall St. Rank hold SPXL as of Q1 2021.

  • FormulaFolio Investments reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,137 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2021, an estimated $227K.
  • FormulaFolio Investments first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Direxion Daily S&P 500 Bull 3x ETF position peaked at $227K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.