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

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $168M AUM 27.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $1.68B AUM 39.15% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return