VFA
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Valeo Financial Advisors’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-4
Closed – – 1642
2021
Q1 		$0 Buy
+4
New +$314 ﹤0.01% 2173
2020
Q2 		– Sell
-600
Closed -$19K – 2149
2020
Q1 		$19K Hold
600
– – ﹤0.01% 916
2019
Q4 		$40K Hold
600
– – ﹤0.01% 731
2019
Q3 		$31K Hold
600
– – ﹤0.01% 736
2019
Q2 		$31K Hold
600
– – ﹤0.01% 733
2019
Q1 		$28K Sell
600
-2
-0.3% -$83 ﹤0.01% 689
2018
Q4 		$20K Hold
602
– – ﹤0.01% 714
2018
Q3 		$26K Hold
602
– – ﹤0.01% 692
2018
Q2 		$30K Buy
+602
New +$26.4K ﹤0.01% 655

Other funds holding SPXL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
PFM
Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Valeo Financial Advisors's SPXL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2021, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in SPXL in Q2 2018 and held it in 9 quarters. The position peaked at $40K in Q4 2019. 78 funds tracked by Wall St. Rank hold SPXL as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2018 and held it in 9 quarters.
  • Valeo Financial Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $40K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.