Creative Planning - DIREXION SHS ETF TR ownership

DIREXION SHS ETF TR's ticker is SOXL and the CUSIP is 25459W458. A total of 58 filers reported holding DIREXION SHS ETF TR in Q1 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of DIREXION SHS ETF TR
ValueSharesWeighting
Q2 2023$893,557
-11.0%
35,987
-34.4%
0.00%0.0%
Q1 2023$1,003,866
+82.6%
54,856
-3.5%
0.00%0.0%
Q4 2022$549,739
+14.3%
56,850
+4.7%
0.00%0.0%
Q3 2022$481,000
-34.3%
54,317
-2.8%
0.00%0.0%
Q2 2022$732,000
-65.8%
55,905
+1.2%
0.00%
-66.7%
Q1 2022$2,141,000
-44.4%
55,217
-2.4%
0.00%
-50.0%
Q4 2021$3,848,000
+65.7%
56,585
-2.4%
0.01%
+50.0%
Q3 2021$2,322,000
-9.0%
57,990
+1.2%
0.00%
-20.0%
Q2 2021$2,553,000
-30.3%
57,308
-40.2%
0.01%
-28.6%
Q1 2021$3,661,000
+77.9%
95,810
+2071.1%
0.01%
+40.0%
Q4 2020$2,058,000
+84.2%
4,4130.0%0.01%
+66.7%
Q3 2020$1,117,000
+46.4%
4,413
+8.9%
0.00%
+50.0%
Q2 2020$763,000
+183.6%
4,052
+42.6%
0.00%
+100.0%
Q1 2020$269,000
-88.3%
2,841
-66.0%
0.00%
-85.7%
Q4 2019$2,298,000
+14.6%
8,361
-29.0%
0.01%0.0%
Q3 2019$2,005,000
+273.4%
11,782
+225.3%
0.01%
+250.0%
Q2 2019$537,000
+10.7%
3,622
+2.7%
0.00%0.0%
Q1 2019$485,000
-73.1%
3,527
-69.7%
0.00%
-71.4%
Q3 2018$1,802,000
+8.3%
11,657
-0.9%
0.01%0.0%
Q2 2018$1,664,000
-6.7%
11,757
+0.8%
0.01%0.0%
Q1 2018$1,783,000
+1757.3%
11,667
+893.8%
0.01%
Q2 2017$96,000
+23.1%
1,174
+17.4%
0.00%
Q1 2017$78,000
+36.8%
1,0000.0%0.00%
Q4 2016$57,000
+18.8%
1,0000.0%0.00%
Q3 2016$48,000
+71.4%
1,0000.0%0.00%
Q2 2016$28,000
-48.1%
1,000
-50.0%
0.00%
Q1 2016$54,0000.0%2,0000.0%0.00%
Q4 2015$54,000
+157.1%
2,000
+100.0%
0.00%
Q3 2015$21,0001,0000.00%
Other shareholders
DIREXION SHS ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Bluesphere Advisors, LLC 152,359$1,996,0001.94%
Traynor Capital Management, Inc. 554,900$7,269,0001.26%
Westwood Wealth Management 22,141$290,0000.34%
Cutler Group LLC / CA 363,300$3,513,0000.24%
Harvest Investment Services, LLC 18,787$246,0000.19%
HRT FINANCIAL LP 1,135,204$14,871,0000.16%
X-Square Capital, LLC 20,000$262,0000.16%
Archford Capital Strategies, LLC 37,782$495,0000.12%
Sunbelt Securities, Inc. 35,125$460,0000.10%
Intrepid Financial Planning Group LLC 13,460$176,0000.10%
View complete list of DIREXION SHS ETF TR shareholders