NPI
SPXL icon

New Perspectives Inc’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

New Perspectives Inc’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
Q3 		$517K Buy
1,840
+90
+5% +$25.3K 0.16% 24
2026
Q2 		$474K Buy
1,750
+200
+13% +$50.5K 0.15% 24
2026
Q1 		$287K Buy
1,550
+125
+9% +$26.9K 0.1% 36
2025
Q4 		$314K Buy
1,425
+475
+50% +$103K 0.11% 31
2025
Q3 		$201K Buy
+950
New +$181K 0.09% 40

Other funds holding SPXL

SF
Succession Financial Mckinney, Texas $104M AUM
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

New Perspectives Inc's SPXL Position: Q3 2026 in Review

New Perspectives Inc increased its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 5.1% in Q3 2026, buying an estimated $25.3K and bringing the position to 1,840 shares worth $517K. The position accounts for 0.16% of the portfolio, ranked #24.

New Perspectives Inc first reported a position in SPXL in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold SPXL as of Q3 2026.

  • New Perspectives Inc held 1,840 shares of Direxion Daily S&P 500 Bull 3x ETF worth $517K as of Q3 2026.
  • New Perspectives Inc bought 90 Direxion Daily S&P 500 Bull 3x ETF shares in Q3 2026, an estimated $25.3K.
  • Direxion Daily S&P 500 Bull 3x ETF made up 0.16% of New Perspectives Inc's portfolio in Q3 2026, its #24 holding.
  • New Perspectives Inc first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.