SPXL β€” DIREXION SHS ETF TR

Ownership history in Insight Wealth Partners, LLC  Β·  24 quarters on record

AI Ownership Summary

Insight Wealth Partners, LLC reported DIREXION SHS ETF TR (SPXL) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.79% in 2025 Q2. The latest visible filing shows SPXL at 3.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Wealth Partners, LLC's position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPXL was reported at 3.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.79% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Insight Wealth Partners, LLC held SPXL β€” position size vs. price
% of Fund (quarterly)    SPXL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99,158 -2,259 -2.2% 3.00% $21.9M 2026-02-14 (Est.) $215.90
2025 Q3 REDUCED 101,417 -14,197 -12.3% 6.55% $21.5M 2025-11-12 $223.82
2025 Q2 ADDED 115,614 +89,717 +346.4% 7.79% $20.1M 2025-07-31 $182.98
2025 Q1 REDUCED 25,897 -357 -1.4% 0.61% $3.6M 2025-05-15 $152.10
2024 Q4 REDUCED 26,254 -9,713 -27.0% 0.61% $4.4M 2025-02-14 $183.88
2024 Q3 ADDED 35,967 +3,689 +11.4% 1.16% $5.9M 2024-11-13 $178.80
2024 Q2 REDUCED 32,278 -189 -0.6% 0.82% $4.7M 2024-07-18 $149.57
2024 Q1 ADDED 32,467 +2,177 +7.2% 0.75% $4.4M 2024-05-10 $127.41
2023 Q4 REDUCED 30,290 -2,814 -8.5% 0.55% $3.1M 2024-02-13 $112.27
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Insight Wealth Partners, LLC and SPXL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Wealth Partners, LLC reported owning SPXL?

Insight Wealth Partners, LLC reported SPXL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPXL position in Insight Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for SPXL was 7.79% in 2025 Q2.

What is the latest reported SPXL position on this page?

The most recent filing on this page is 2025 Q4, when Insight Wealth Partners, LLC reported 99,158 shares, equal to 3.00% of portfolio, with an estimated market value of $21.9M.

What does the chart on this SPXL ownership page compare?

The chart compares Insight Wealth Partners, LLC's quarterly SPXL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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