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Jeppson Wealth Management’s Direxion Daily S&P 500 Bear 3x ETF SPXS Stock Holding History

Jeppson Wealth Management’s Portfolio SPXS Stock Details SPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-577
Closed -$332K – 399
2020
Q3 		$332K Buy
+577
New +$359K 0.26% 89

Other funds holding SPXS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return

Jeppson Wealth Management's SPXS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q4 2020, closing a stake of 577 shares — an estimated $332K sold.

Jeppson Wealth Management first reported a position in SPXS in Q3 2020 and held it in 1 quarter. The position peaked at $332K in Q3 2020. 44 funds tracked by Wall St. Rank hold SPXS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 577 Direxion Daily S&P 500 Bear 3x ETF shares in Q4 2020, an estimated $332K.
  • Jeppson Wealth Management first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Direxion Daily S&P 500 Bear 3x ETF position peaked at $332K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.