Polaris Wealth Advisory Group, LLC - DIREXION SHS ETF TR ownership

DIREXION SHS ETF TR's ticker is SOXL and the CUSIP is 25459W458. A total of 62 filers reported holding DIREXION SHS ETF TR in Q3 2021. The put-call ratio across all filers is 0.74 and the average weighting 0.1%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of DIREXION SHS ETF TR
ValueSharesWeighting
Q3 2023$195,588
+3.1%
10,3650.0%0.02%
+7.1%
Q1 2023$189,680
+47.6%
10,3650.0%0.01%
+40.0%
Q4 2022$128,526
+49.4%
10,3650.0%0.01%
+42.9%
Q3 2022$86,000
-36.8%
10,3650.0%0.01%
-36.4%
Q2 2022$136,000
-57.0%
10,3650.0%0.01%
-47.6%
Q1 2022$316,000
-55.2%
10,3650.0%0.02%
-47.5%
Q4 2021$705,000
+68.3%
10,3650.0%0.04%
+60.0%
Q3 2021$419,000
-5.0%
10,3650.0%0.02%
-3.8%
Q2 2021$441,000
-4.3%
10,3650.0%0.03%
-13.3%
Q1 2021$461,000
+24.3%
10,365
+1400.0%
0.03%
+7.1%
Q4 2020$371,000
+81.0%
6910.0%0.03%
+100.0%
Q4 2019$205,000
+113.5%
691
+10.9%
0.01%
+100.0%
Q3 2018$96,0006230.01%
Other shareholders
DIREXION SHS ETF TR shareholders Q3 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