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Albion Financial Group’s Direxion Daily Utilities Bull 3X ETF UTSL Stock Holding History

Albion Financial Group’s Portfolio UTSL Stock Details UTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-630
Closed -$27.7K – 682
2025
Q3 		$27.7K Hold
630
– – ﹤0.01% 311
2025
Q2 		$23.3K Hold
630
– – ﹤0.01% 298
2025
Q1 		$21.9K Hold
630
– – ﹤0.01% 311
2024
Q4 		$20.2K Hold
630
– – ﹤0.01% 334
2024
Q3 		$25.2K Hold
630
– – ﹤0.01% 278
2024
Q2 		$15.6K Hold
630
– – ﹤0.01% 304
2024
Q1 		$14.3K Hold
630
– – ﹤0.01% 297
2023
Q4 		$13.3K Hold
630
– – ﹤0.01% 292
2023
Q3 		$11.2K Hold
630
– – ﹤0.01% 291
2023
Q2 		$15.9K Hold
630
– – ﹤0.01% 283
2023
Q1 		$18K Hold
630
– – ﹤0.01% 270
2022
Q4 		$21.3K Hold
630
– – ﹤0.01% 256
2022
Q3 		$18K Hold
630
– – ﹤0.01% 266
2022
Q2 		$23K Hold
630
– – ﹤0.01% 261
2022
Q1 		$28K Hold
630
– – ﹤0.01% 290
2021
Q4 		$25K Hold
630
– – ﹤0.01% 340
2021
Q3 		$18K Hold
630
– – ﹤0.01% 334
2021
Q2 		$17K Buy
+630
New +$19.2K ﹤0.01% 345
2020
Q4 		$17K Buy
+630
New +$17.6K ﹤0.01% 319

Other funds holding UTSL

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Albion Financial Group's UTSL Position: Q4 2025 in Review

Albion Financial Group sold out of Direxion Daily Utilities Bull 3X ETF (UTSL) in Q4 2025, closing a stake of 630 shares — an estimated $27.7K sold.

Albion Financial Group first reported a position in UTSL in Q4 2020 and held it in 19 quarters. The position peaked at $28K in Q1 2022. 9 funds tracked by Wall St. Rank hold UTSL as of Q4 2025.

  • Albion Financial Group reported no remaining Direxion Daily Utilities Bull 3X ETF position as of Q4 2025 after selling out during the quarter.
  • Albion Financial Group sold 630 Direxion Daily Utilities Bull 3X ETF shares in Q4 2025, an estimated $27.7K.
  • Albion Financial Group first reported a position in Direxion Daily Utilities Bull 3X ETF in Q4 2020 and held it in 19 quarters.
  • Albion Financial Group's Direxion Daily Utilities Bull 3X ETF position peaked at $28K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Direxion Daily Utilities Bull 3X ETF as of Q4 2025.

Based on Albion Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.