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

Navigation 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
2025
Q4 		– Sell
-978
Closed -$208K – 34
2025
Q3 		$208K Sell
978
-1,217
-55% -$232K 0.3% 31
2025
Q2 		$381K Sell
2,195
-29
-1% -$4.09K 0.56% 15
2025
Q1 		$310K Sell
2,224
-568
-20% -$94.8K 0.47% 6
2024
Q4 		$471K Buy
2,792
+233
+9% +$40.6K 0.53% 3
2024
Q3 		$420K Sell
2,559
-1,426
-36% -$213K 0.45% 3
2024
Q2 		$582K Buy
+3,985
New +$525K 0.56% 3
2024
Q1 		– Sell
-3,899
Closed -$405K – 4
2023
Q4 		$405K Buy
+3,899
New +$340K 0.48% 3
2023
Q3 		– Sell
-3,925
Closed -$353K – 3
2023
Q2 		$353K Buy
3,925
+55
+1% +$4.26K 0.45% 3
2023
Q1 		$283K Buy
+3,870
New +$267K 0.35% 4
2022
Q1 		– Sell
-2,476
Closed -$355K – 65
2021
Q4 		$355K Buy
+2,476
New +$322K 0.33% 5
2021
Q2 		– Sell
-905
Closed -$77K – 85
2021
Q1 		$77K Buy
+905
New +$71K 0.08% 12

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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Navigation Wealth Management's SPXL Position: Q4 2025 in Review

Navigation Wealth Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2025, closing a stake of 978 shares — an estimated $208K sold.

Navigation Wealth Management first reported a position in SPXL in Q1 2021 and held it in 11 quarters. The position peaked at $582K in Q2 2024. 154 funds tracked by Wall St. Rank hold SPXL as of Q4 2025.

  • Navigation Wealth Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q4 2025 after selling out during the quarter.
  • Navigation Wealth Management sold 978 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2025, an estimated $208K.
  • Navigation Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2021 and held it in 11 quarters.
  • Navigation Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $582K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2025.

Based on Navigation Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.