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Timothy G. Youngquist 2020 Irrevocable Trust’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
2026
Q2 		$10.2M Buy
+37,846
New +$9.56M 2.01% 9
2026
Q1 		– Sell
-19,634
Closed -$4.33M – 458
2025
Q4 		$4.33M Buy
+19,634
New +$4.27M 3.17% 8

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SFI
SUCCESSION FINANCIAL, INC. Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's SPXL Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust opened a new position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2026: 37,846 shares worth $10.2M. The stake represents 2.01% of the portfolio and ranks #9 among its holdings. This is a return to the name: Timothy G. Youngquist 2020 Irrevocable Trust previously reported a position in SPXL as recently as Q4 2025.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SPXL in Q4 2025 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 37,846 shares of Direxion Daily S&P 500 Bull 3x ETF worth $10.2M as of Q2 2026.
  • Direxion Daily S&P 500 Bull 3x ETF was a new Timothy G. Youngquist 2020 Irrevocable Trust position in Q2 2026.
  • Direxion Daily S&P 500 Bull 3x ETF made up 2.01% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #9 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2025 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.