NorthRock Partners’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

NorthRock Partners’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	$271K	Sell	1,000 -3,418	-77%	-$863K	﹤0.01%	569
2026 Q1	$817K	Buy	4,418 +3,419	+342%	+$736K	0.01%	340
2025 Q4	$221K	Sell	999 -1	-0.1%	-$217	﹤0.01%	548
2025 Q3	$212K	Buy	+1,000	New	+$191K	﹤0.01%	799
2024 Q4	–	Sell	-1,700	Closed	-$279K	–	862
2024 Q3	$279K	Sell	1,700 -75	-4%	-$11.2K	0.01%	520
2024 Q2	$260K	Buy	1,775 +75	+4%	+$9.88K	0.01%	512
2024 Q1	$228K	Hold	1,700	–	–	0.01%	548
2023 Q4	$177K	Buy	+1,700	New	+$148K	0.01%	558

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

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Succession Financial Mckinney, Texas $105M AUM

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NorthRock Partners's SPXL Position: Q2 2026 in Review

NorthRock Partners reduced its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 77% in Q2 2026, selling an estimated $863K and leaving 1,000 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

NorthRock Partners first reported a position in SPXL in Q4 2023 and has held it in 8 quarters since. The position peaked at $817K in Q1 2026. 152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

NorthRock Partners held 1,000 shares of Direxion Daily S&P 500 Bull 3x ETF worth $271K as of Q2 2026.
NorthRock Partners sold 3,418 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $863K.
Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #569 holding.
NorthRock Partners first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2023 and has held it in 8 quarters since.
NorthRock Partners's Direxion Daily S&P 500 Bull 3x ETF position peaked at $817K in Q1 2026.
152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.