Primoris Wealth Advisors’s Direxion Daily S&P 500 Bear 3x ETF SPXS Stock Holding History

Primoris Wealth Advisors’s Portfolio SPXS Stock Details SPXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,225	Closed	-$667K	–	89
2023 Q3	$667K	Sell	4,225 -1,444	-25%	-$203K	0.81%	33
2023 Q2	$792K	Buy	5,669 +2,050	+57%	+$341K	0.87%	30
2023 Q1	$641K	Buy	+3,619	New	+$709K	0.79%	33
2022 Q4	–	Sell	-3,800	Closed	-$1.15M	–	65
2022 Q3	$1.15M	Buy	+3,800	New	+$858K	2.06%	15

Other funds holding SPXS

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Primoris Wealth Advisors's SPXS Position: Q4 2023 in Review

Primoris Wealth Advisors sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q4 2023, closing a stake of 4,225 shares — an estimated $667K sold.

Primoris Wealth Advisors first reported a position in SPXS in Q3 2022 and held it in 4 quarters. The position peaked at $1.15M in Q3 2022. 53 funds tracked by Wall St. Rank hold SPXS as of Q4 2023.

Primoris Wealth Advisors reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q4 2023 after selling out during the quarter.
Primoris Wealth Advisors sold 4,225 Direxion Daily S&P 500 Bear 3x ETF shares in Q4 2023, an estimated $667K.
Primoris Wealth Advisors first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q3 2022 and held it in 4 quarters.
Primoris Wealth Advisors's Direxion Daily S&P 500 Bear 3x ETF position peaked at $1.15M in Q3 2022.
53 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q4 2023.

Based on Primoris Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.