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

Perigon 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
2024
Q4 		– Sell
-1,849
Closed -$303K – 1092
2024
Q3 		$303K Buy
+1,849
New +$276K 0.01% 790

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perigon Wealth Management's SPXL Position: Q4 2024 in Review

Perigon Wealth Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2024, closing a stake of 1,849 shares — an estimated $303K sold.

Perigon Wealth Management first reported a position in SPXL in Q3 2024 and held it in 1 quarter. The position peaked at $303K in Q3 2024. 143 funds tracked by Wall St. Rank hold SPXL as of Q4 2024.

  • Perigon Wealth Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 1,849 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2024, an estimated $303K.
  • Perigon Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q3 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $303K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.