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

WFG 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
2014
Q1 		– Sell
-4,472
Closed -$71K – 2212
2013
Q4 		$71K Sell
4,472
-968
-18% -$13.5K 0.01% 874
2013
Q3 		$65K Sell
5,440
-2,848
-34% -$33.7K 0.01% 828
2013
Q2 		$85K Buy
+8,288
New +$87.1K 0.01% 717

Other funds holding SPXL

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WFG Advisors's SPXL Position: Q1 2014 in Review

WFG Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2014, closing a stake of 4,472 shares — an estimated $71K sold.

WFG Advisors first reported a position in SPXL in Q2 2013 and held it in 3 quarters. The position peaked at $85K in Q2 2013. 29 funds tracked by Wall St. Rank hold SPXL as of Q1 2014.

  • WFG Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 4,472 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2014, an estimated $71K.
  • WFG Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $85K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.