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Jamison Private Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Jamison Private Wealth 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
Q2 		– Sell
-95
Closed -$12.8K – 525
2024
Q1 		$12.8K Hold
95
– – ﹤0.01% 319
2023
Q4 		$9.87K Hold
95
– – ﹤0.01% 306
2023
Q3 		$7.42K Buy
+95
New +$8.49K ﹤0.01% 312

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
Citadel Advisors
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Jamison Private Wealth Management's SPXL Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2024, closing a stake of 95 shares — an estimated $12.8K sold.

Jamison Private Wealth Management first reported a position in SPXL in Q3 2023 and held it in 3 quarters. The position peaked at $12.8K in Q1 2024. 118 funds tracked by Wall St. Rank hold SPXL as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 95 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2024, an estimated $12.8K.
  • Jamison Private Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q3 2023 and held it in 3 quarters.
  • Jamison Private Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $12.8K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.