Insight Wealth Partners, LLC SPXL holdings history
DIREXION DAILY S&P 500 BULL · CUSIP 25459W862 · CIK 1627003
As of 2026-06-30, Insight Wealth Partners, LLC reported 176.25K SPXL (shares), valued at $47.71M, or 6.41% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 82.47%; reported value increased 167.13%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.41% | 176,249 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 7.22% | 96,589 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 9.10% | 99,158 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 9.50% | 101,417 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 11.13% | 115,614 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 2.19% | 25,897 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.80% | 26,254 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 3.60% | 35,967 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.06% | 32,278 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 2.83% | 32,467 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.38% | 30,290 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 2.17% | 33,104 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.17% | 33,104 | $2.59M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 2.38% | 30,290 | $3.15M | Shares decreased 8.50%; reported value increased 21.67%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.83% | 32,467 | $4.35M | Shares increased 7.19%; reported value increased 38.15%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 3.06% | 32,278 | $4.71M | Shares decreased 0.58%; reported value increased 8.35%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 3.60% | 35,967 | $5.90M | Shares increased 11.43%; reported value increased 25.07%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.80% | 26,254 | $4.43M | Shares decreased 27.01%; reported value decreased 24.89%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.19% | 25,897 | $3.64M | Shares decreased 1.36%; reported value decreased 17.91%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 11.13% | 115,614 | $20.06M | Shares increased 346.44%; reported value increased 451.81%, and weight changed +8.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 9.50% | 101,417 | $21.49M | Shares decreased 12.28%; reported value increased 7.12%, and weight changed -1.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 9.10% | 99,158 | $21.88M | Shares decreased 2.23%; reported value increased 1.79%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 7.22% | 96,589 | $17.86M | Shares decreased 2.59%; reported value decreased 18.36%, and weight changed -1.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 6.41% | 176,249 | $47.71M | Shares increased 82.47%; reported value increased 167.13%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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