Jackson Grant Investment Advisers’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Jackson Grant Investment Advisers’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 Q2	–	Sell	-100	Closed	-$12K	–	365
2022 Q1	$12K	Hold	100	–	–	0.01%	321
2021 Q4	$14K	Buy	+100	New	+$13K	0.01%	256
2018 Q4	–	Sell	-21	Closed	-$1K	–	254
2018 Q3	$1K	Hold	21	–	–	﹤0.01%	211
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	214
2018 Q1	$1K	Sell	21 -79	-79%	-$3.68K	﹤0.01%	209
2017 Q4	$4K	Buy	100 +4	+4%	+$168	﹤0.01%	203
2017 Q3	$4K	Hold	96	–	–	﹤0.01%	206
2017 Q2	$3K	Hold	96	–	–	﹤0.01%	179
2017 Q1	$3K	Hold	96	–	–	﹤0.01%	172
2016 Q4	$3K	Buy	96 +76	+380%	+$1.9K	﹤0.01%	169
2016 Q3	$0	Sell	20 -188	-90%	-$4.54K	﹤0.01%	173
2016 Q2	$5K	Hold	208	–	–	﹤0.01%	157
2016 Q1	$4K	Sell	208 -484	-70%	-$8.66K	﹤0.01%	155
2015 Q4	$14K	Buy	+692	New	+$14.6K	0.01%	154

Other funds holding SPXL

Mizuho Securities Tokyo, Japan $7.68M AUM 15.91% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

NAM

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

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

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Jackson Grant Investment Advisers's SPXL Position: Q2 2022 in Review

Jackson Grant Investment Advisers sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2022, closing a stake of 100 shares — an estimated $12K sold.

Jackson Grant Investment Advisers first reported a position in SPXL in Q4 2015 and held it in 14 quarters. The position peaked at $14K in Q4 2021. 81 funds tracked by Wall St. Rank hold SPXL as of Q2 2022.

Jackson Grant Investment Advisers reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 100 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2022, an estimated $12K.
Jackson Grant Investment Advisers first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2015 and held it in 14 quarters.
Jackson Grant Investment Advisers's Direxion Daily S&P 500 Bull 3x ETF position peaked at $14K in Q4 2021.
81 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2022, filed 4 Aug 2022.