Q3 Asset Management SPXL β€” DIREXION SHS ETF TR DAILY S&P 500 BULL 3X SHS

Ownership history in Q3 Asset Management  Β·  4 quarters on record

AI Ownership Summary

Q3 Asset Management reported DIREXION SHS ETF TR DAILY S&P 500 BULL 3X SHS (SPXL) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.74% in 2026 Q1. The latest visible filing shows SPXL at 0.74% 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.

What this SPXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Q3 Asset Management's position in DIREXION SHS ETF TR DAILY S&P 500 BULL 3X SHS, 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
2026 Q1

SPXL was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

SPXL stock page Q3 Asset Management fund profile Q3 Asset Management full holdings
How Q3 Asset Management held SPXL β€” position size vs. price
% of Fund (quarterly)    SPXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 16,581 +11,764 +244.2% 0.74% $3K 2026-04-28 $239.71
2025 Q4 REDUCED 11.2% -16.0% βœ… 4,817 -606 -11.2% 0.24% $1.1M 2026-01-27 $231.35
2025 Q1 REDUCED 29.6% +24.1% ❌ 5,423 -2,276 -29.6% 0.52% $761K 2025-05-01 $129.75
2024 Q1 INITIATED β€” β€” β€” 7,699 β€” β€” 0.29% $1.0M 2024-04-25 $115.89

🏒 Other funds also holding SPXL

As of 2026 Q1 β€” sorted by position size

PPSC Investment Service Corp 3Y 36.93% Wealthstar Advisors, LLC 3Y 7Y 12.81% PayPay Securities Corp 3Y 3.99% Finward Bancorp 2.6% Blue Sky Capital Consultants Group, Inc. 1.51% PMV Capital Advisers, LLC 1.27% SBI Securities Co., Ltd. 0.67% Significant Wealth Partners LLC 0.56% Wallace Advisory Group, LLC 3Y 0.53% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 0.38%

FAQ About Q3 Asset Management and SPXL

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

How long has Q3 Asset Management reported owning SPXL?

Q3 Asset Management reported SPXL across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SPXL position in Q3 Asset Management's portfolio?

The largest reported portfolio weight for SPXL was 0.74% in 2026 Q1.

What is the latest reported SPXL position on this page?

The most recent filing on this page is 2026 Q1, when Q3 Asset Management reported 16,581 shares, equal to 0.74% of portfolio, with an estimated market value of $3K.

What does the chart on this SPXL ownership page compare?

The chart compares Q3 Asset Management'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.

How well did Q3 Asset Management time their SPXL position?

Based on 13F filing dates vs. subsequent SPXL price moves, Q3 Asset Management correctly timed 1 out of 3 reported position changes (33%).

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