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

Howe & Rusling’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
2022 Q4	–	Sell	-210	Closed	-$11K	–	924
2022 Q3	$11K	Sell	210 -302	-59%	-$22.8K	﹤0.01%	526
2022 Q2	$34K	Buy	+512	New	+$45K	﹤0.01%	355
2021 Q4	–	Sell	-40	Closed	-$4K	–	1063
2021 Q3	$4K	Buy	+40	New	+$4.64K	﹤0.01%	728

Other funds holding SPXL

PIS

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

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

Howe & Rusling's SPXL Position: Q4 2022 in Review

Howe & Rusling sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2022, closing a stake of 210 shares — an estimated $11K sold.

Howe & Rusling first reported a position in SPXL in Q3 2021 and held it in 3 quarters. The position peaked at $34K in Q2 2022. 92 funds tracked by Wall St. Rank hold SPXL as of Q4 2022.

Howe & Rusling reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 210 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2022, an estimated $11K.
Howe & Rusling first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q3 2021 and held it in 3 quarters.
Howe & Rusling's Direxion Daily S&P 500 Bull 3x ETF position peaked at $34K in Q2 2022.
92 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.