A.D. Beadell Investment Counsel’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

A.D. Beadell Investment Counsel’s Portfolio SPDN Stock Details SPDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$173K	Hold	20,000	–	–	0.11%	102
2026 Q1	$199K	Buy	20,000 +7,500	+60%	+$71.5K	0.13%	97
2025 Q4	$117	Buy	+12,500	New	+$119K	0.08%	98
2023 Q1	–	Sell	-50,901	Closed	-$840K	–	70
2022 Q4	$840K	Hold	50,901	–	–	0.73%	47
2022 Q3	$910K	Buy	+50,901	New	+$825K	0.82%	43
2022 Q2	–	Sell	-351,900	Closed	-$5.12M	–	88
2022 Q1	$5.12M	Buy	+351,900	New	+$5.25M	3.39%	3

Other funds holding SPDN

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return