PF
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PlanVest Financial’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

PlanVest Financial’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 		$4.87K Hold
18
– – ﹤0.01% 459
2026
Q1 		$3.33K Buy
+18
New +$3.88K ﹤0.01% 459

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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PlanVest Financial's SPXL Position: Q2 2026 in Review

PlanVest Financial held its Direxion Daily S&P 500 Bull 3x ETF (SPXL) position steady in Q2 2026 at 18 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

PlanVest Financial first reported a position in SPXL in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • PlanVest Financial held 18 shares of Direxion Daily S&P 500 Bull 3x ETF worth $4.87K as of Q2 2026.
  • PlanVest Financial left its Direxion Daily S&P 500 Bull 3x ETF share count unchanged in Q2 2026.
  • Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #459 holding.
  • PlanVest Financial first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.