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Accel Wealth Management’s Direxion Daily AMZN Bull 2X ETF AMZU Stock Holding History

Accel Wealth Management’s Portfolio AMZU Stock Details AMZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$645 – 1257
2022
Q4 		$645 Buy
+50
New +$846 ﹤0.01% 1004

Other funds holding AMZU

FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Accel Wealth Management's AMZU Position: Q1 2023 in Review

Accel Wealth Management sold out of Direxion Daily AMZN Bull 2X ETF (AMZU) in Q1 2023, closing a stake of 50 shares — an estimated $645 sold.

Accel Wealth Management first reported a position in AMZU in Q4 2022 and held it in 1 quarter. The position peaked at $645 in Q4 2022. 11 funds tracked by Wall St. Rank hold AMZU as of Q1 2023.

  • Accel Wealth Management reported no remaining Direxion Daily AMZN Bull 2X ETF position as of Q1 2023 after selling out during the quarter.
  • Accel Wealth Management sold 50 Direxion Daily AMZN Bull 2X ETF shares in Q1 2023, an estimated $645.
  • Accel Wealth Management first reported a position in Direxion Daily AMZN Bull 2X ETF in Q4 2022 and held it in 1 quarter.
  • Accel Wealth Management's Direxion Daily AMZN Bull 2X ETF position peaked at $645 in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Direxion Daily AMZN Bull 2X ETF as of Q1 2023.

Based on Accel Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.