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Integrated Wealth Concepts’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-3,058
Closed -$201K – 1010
2022
Q2 		$201K Buy
+3,058
New +$268K 0.01% 903
2022
Q1 		– Sell
-11,235
Closed -$1.61M – 1045
2021
Q4 		$1.61M Sell
11,235
-2,765
-20% -$360K 0.05% 298
2021
Q3 		$1.5M Buy
14,000
+3,500
+33% +$406K 0.05% 296
2021
Q2 		$1.12M Sell
10,500
-2,000
-16% -$197K 0.04% 335
2021
Q1 		$1.06M Sell
12,500
-2,000
-14% -$157K 0.04% 284
2020
Q4 		$1.05M Buy
+14,500
New +$898K 0.05% 243

Other funds holding SPXL

MS
Mizuho Securities Tokyo, Japan $7.68M AUM 15.91% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Integrated Wealth Concepts's SPXL Position: Q3 2022 in Review

Integrated Wealth Concepts sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q3 2022, closing a stake of 3,058 shares — an estimated $201K sold.

Integrated Wealth Concepts first reported a position in SPXL in Q4 2020 and held it in 6 quarters. The position peaked at $1.61M in Q4 2021. 86 funds tracked by Wall St. Rank hold SPXL as of Q3 2022.

  • Integrated Wealth Concepts reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q3 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,058 Direxion Daily S&P 500 Bull 3x ETF shares in Q3 2022, an estimated $201K.
  • Integrated Wealth Concepts first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2020 and held it in 6 quarters.
  • Integrated Wealth Concepts's Direxion Daily S&P 500 Bull 3x ETF position peaked at $1.61M in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2022.

Based on Integrated Wealth Concepts's 13F filing for Q3 2022, filed 14 Nov 2022.