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

Waverly 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
2026 Q2	$263K	Buy	+970	New	+$245K	﹤0.01%	1487

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

Waverly Advisors's SPXL Position: Q2 2026 in Review

Waverly Advisors opened a new position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2026: 970 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings.

152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

Waverly Advisors held 970 shares of Direxion Daily S&P 500 Bull 3x ETF worth $263K as of Q2 2026.
Direxion Daily S&P 500 Bull 3x ETF was a new Waverly Advisors position in Q2 2026.
Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1487 holding.
152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.