Wallace Advisory Group’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Wallace Advisory Group’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	$755K	Buy	2,790 +131	+5%	+$33.1K	0.71%	32
2026 Q1	$492K	Buy	2,659 +95	+4%	+$20.5K	0.53%	42
2025 Q4	$566K	Sell	2,564 -3,908	-60%	-$849K	0.59%	37
2025 Q3	$1.12M	Buy	6,472 +292	+5%	+$55.7K	0.9%	26
2025 Q2	$868K	Buy	6,180 +496	+9%	+$69.9K	0.63%	42
2025 Q1	$959K	Buy	5,684 +616	+12%	+$103K	0.66%	37
2024 Q4	$831K	Buy	5,068 +3,318	+190%	+$578K	0.57%	46
2024 Q3	$256K	Hold	1,750	–	–	0.19%	141
2024 Q2	$256K	Buy	+1,750	New	+$231K	0.18%	143

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

Wallace Advisory Group's SPXL Position: Q2 2026 in Review

Wallace Advisory Group increased its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 4.9% in Q2 2026, buying an estimated $33.1K and bringing the position to 2,790 shares worth $755K. The position accounts for 0.71% of the portfolio, ranked #32.

Wallace Advisory Group first reported a position in SPXL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

Wallace Advisory Group held 2,790 shares of Direxion Daily S&P 500 Bull 3x ETF worth $755K as of Q2 2026.
Wallace Advisory Group bought 131 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $33.1K.
Direxion Daily S&P 500 Bull 3x ETF made up 0.71% of Wallace Advisory Group's portfolio in Q2 2026, its #32 holding.
Wallace Advisory Group first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2024 and has held it in 9 quarters since.
Wallace Advisory Group's Direxion Daily S&P 500 Bull 3x ETF position peaked at $1.12M in Q3 2025.
152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.