AWM
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AE Wealth Management’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

AE Wealth Management’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-164
Closed -$25.9K – 2192
2025
Q1 		$25.9K Hold
164
– – ﹤0.01% 1686
2024
Q4 		$24.7K Buy
+164
New +$25.3K ﹤0.01% 1685
2020
Q3 		– Sell
-13,752
Closed -$430K – 1303
2020
Q2 		$430K Buy
+13,752
New +$406K 0.01% 926

Other funds holding FAS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

AE Wealth Management's FAS Position: Q2 2025 in Review

AE Wealth Management sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q2 2025, closing a stake of 164 shares — an estimated $25.9K sold.

AE Wealth Management first reported a position in FAS in Q2 2020 and held it in 3 quarters. The position peaked at $430K in Q2 2020. 77 funds tracked by Wall St. Rank hold FAS as of Q2 2025.

  • AE Wealth Management reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 164 Direxion Daily Financial Bull 3x ETF shares in Q2 2025, an estimated $25.9K.
  • AE Wealth Management first reported a position in Direxion Daily Financial Bull 3x ETF in Q2 2020 and held it in 3 quarters.
  • AE Wealth Management's Direxion Daily Financial Bull 3x ETF position peaked at $430K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.