HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SPXL Share Count | ||||
| Barrett & Company Inc. | 122 | 4,368 | +4,246 | +3480.33% |
| CPR Investments Inc. | 28,631 | 48,509 | +19,878 | +69.43% |
| Ellis Investment Partners LLC | 2,109 | 2,913 | +804 | +38.12% |
| PayPay Securities Corp | 1,015 | 1,259 | +244 | +24.04% |
| Traynor Capital Management Inc. | 21,020 | 23,749 | +2,729 | +12.98% |
| Spire Wealth Management | 15,783 | 16,719 | +936 | +5.93% |
| PPSC Investment Service Corp | 2,404,100 | 2,436,600 | +32,500 | +1.35% |
| Stratos Wealth Advisors LLC | 3,798 | 3,801 | +3 | +0.08% |
| 13F Filers Reporting New Positions In SPXL | ||||
| Tradewinds Capital Management LLC | 0 | 0 | UNCH | 100% |
| Westend Capital Management LLC | 0 | 275 | +275 | +100% |
| IMC Chicago LLC | 0 | 401,057 | +401,057 | +100% |
| Mather Group LLC. | 0 | 271 | +271 | +100% |
| Steele Capital Management Inc. | 0 | 1,545 | +1,545 | +100% |
| Trinity Legacy Partners LLC | 0 | 1,592 | +1,592 | +100% |
| Q3 Asset Management | 0 | 7,699 | +7,699 | +100% |
| TAP Consulting LLC | 0 | 1,730 | +1,730 | +100% |
| NovaPoint Capital LLC | 0 | 1,582 | +1,582 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CWM LLC | 78 | 78 | UNCH | 0.00% |
| Bogart Wealth LLC | 1 | 1 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 9 | 9 | UNCH | 0.00% |
| Keating Wealth Management LLC | 2,100 | 2,100 | UNCH | 0.00% |
| Fiduciary Alliance LLC | 2,811 | 2,811 | UNCH | 0.00% |
| 13F Filers Decreasing SPXL Share Count | ||||
| Cutler Group LP | 7,487 | 387 | -7,100 | -94.83% |
| Venturi Wealth Management LLC | 38 | 10 | -28 | -73.68% |
| Gainplan LLC | 53,870 | 24,994 | -28,876 | -53.60% |
| Summit Trail Advisors LLC | 4,600 | 2,361 | -2,239 | -48.67% |
| Smith Chas P & Associates PA Cpas | 52,837 | 27,915 | -24,922 | -47.17% |
| Independence Bank of Kentucky | 1,700 | 1,225 | -475 | -27.94% |
| LifeGuide Financial Advisors LLC | 14,637 | 11,865 | -2,772 | -18.94% |
| Kingswood Wealth Advisors LLC | 6,234 | 5,201 | -1,033 | -16.57% |
| Ashton Thomas Private Wealth LLC | 44,118 | 36,981 | -7,137 | -16.18% |
| Wealthstar Advisors LLC | 716,643 | 623,643 | -93,000 | -12.98% |
| Stratos Wealth Partners LTD. | 2,568 | 2,354 | -214 | -8.33% |
| Charter Oak Capital Management LLC | 28,550 | 28,464 | -86 | -0.30% |
| 13F Filers Exiting SPXL | ||||
| Navigation Wealth Management Inc. | 3,899 | 0 | -3,899 | -100.00% |
See Summary: Institutional Holders of SPXL
See Details: Top 10 Hedge Funds Holding SPXL
