Captrust Financial Advisors Direxion Daily S&P 500 Bull 3 X Transaction History

Captrust Financial Advisors

$30 Billion
Q1 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 23, 2022	SELL	$60.24 - $123.53 $31,385 - $64,359	-521 Reduced 35.13%	962 $63,000
Q2 2022 Aug 16, 2022	BUY	$60.24 - $123.53 $88,793 - $182,083	1,474 Added 16377.78%	1,483 $97,000
Q1 2022 May 16, 2022	SELL	$93.76 - $145.95 $5,719 - $8,902	-61 Reduced 87.14%	9 $1,000
Q3 2021 Nov 16, 2021	SELL	$104.04 - $125.42 $271,336 - $327,095	-2,608 Reduced 97.39%	70 $7,000
Q2 2021 Aug 16, 2021	BUY	$87.54 - $106.58 $5,339 - $6,501	61 Added 2.33%	2,678 $285,000

Q1 2021 May 17, 2021	SELL	$69.26 - $84.95 $22,648 - $27,778	-327 Reduced 11.11%	2,617 $222,000
Q4 2020 Feb 16, 2021	BUY	$48.14 - $72.25 $48 - $72	1 Added 0.03%	2,944 $213,000
Q2 2020 Aug 14, 2020	BUY	$22.59 - $48.48 $66,482 - $142,676	2,943 New	2,943 $125,000
Q4 2019 Feb 14, 2020	SELL	$47.78 - $66.78 $75,253 - $105,178	-1,575 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$45.73 - $55.74 $11,432 - $13,935	-250 Reduced 13.7%	1,575 $82,000
Q3 2018 Nov 15, 2018	BUY	$44.17 - $55.38 $2,208 - $2,769	50 Added 2.82%	1,825 $99,000
Q1 2018 May 15, 2018	BUY	$38.93 - $54.48 $15,572 - $21,792	400 Added 29.09%	1,775 $68,000
Q4 2017 Feb 14, 2018	SELL	$38.76 - $45.39 $13,566 - $15,886	-350 Reduced 20.29%	1,375 $61,000
Q3 2017 Feb 16, 2018	BUY	$37.35 - $38.23 $40,151 - $41,097	1,075 Added 165.38%	1,725 $74,000
Q3 2017 Nov 13, 2017	BUY	$37.35 - $38.23 $24,277 - $24,849	650	650 $25,000

Others Institutions Holding SPXL

# of Institutions

132

Shares Held

5.02M

Call Options Held

1.49M

Put Options Held

803K

Ppsc Investment Service Corp Tokyo, M0

2.44M
Shares

$376 Million
49.88% of portfolio
Wealthstar Advisors, LLC Plano, TX

624K
Shares

$96.2 Million
29.71% of portfolio
Imc Chicago, LLC

401K
Shares

$61.8 Million
2.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

286K
Shares

$44 Million
0.01% of portfolio
Himension Capital (Singapore) Pte. Ltd. Singapore, U0

204K
Shares

$31.5 Million
2.06% of portfolio

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