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Mark Sheptoff Financial Planning’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Mark Sheptoff Financial Planning’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 		$40.6K Hold
150
– – 0.02% 201
2026
Q1 		$37.7K Hold
150
– – 0.02% 204
2025
Q4 		$33.1K Hold
150
– – 0.02% 228
2025
Q3 		$31.8K Hold
150
– – 0.02% 229
2025
Q2 		$26K Hold
150
– – 0.01% 245
2025
Q1 		$21.1K Hold
150
– – 0.01% 246
2024
Q4 		$25.3K Hold
150
– – 0.01% 239
2024
Q3 		$24.6K Buy
150
+50
+50% +$7.47K 0.01% 232
2024
Q2 		$14.6K Hold
100
– – 0.01% 283
2024
Q1 		$13.4K Hold
100
– – 0.01% 271
2023
Q4 		$10.4K Buy
+100
New +$8.71K 0.01% 286

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
SF
Succession Financial Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPXL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Direxion Daily S&P 500 Bull 3x ETF (SPXL) position steady in Q2 2026 at 150 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #201.

Mark Sheptoff Financial Planning first reported a position in SPXL in Q4 2023 and has held it in 11 quarters since. 152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 150 shares of Direxion Daily S&P 500 Bull 3x ETF worth $40.6K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Direxion Daily S&P 500 Bull 3x ETF share count unchanged in Q2 2026.
  • Direxion Daily S&P 500 Bull 3x ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #201 holding.
  • Mark Sheptoff Financial Planning first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2023 and has held it in 11 quarters since.
  • 152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.