ACP
RETL icon

Aveo Capital Partners’s Direxion Daily Retail Bull 3X ETF RETL Stock Holding History

Aveo Capital Partners’s Portfolio RETL Stock Details RETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-133,835
Closed -$778K – 363
2023
Q3 		$778K Sell
133,835
-3,485
-3% -$24.4K 0.1% 148
2023
Q2 		$964K Buy
137,320
+26,300
+24% +$170K 0.12% 135
2023
Q1 		$819K Buy
111,020
+65,900
+146% +$570K 0.11% 136
2022
Q4 		$314K Buy
45,120
+23,000
+104% +$179K 0.05% 258
2022
Q3 		$136K Buy
+22,120
New +$209K 0.02% 263

Other funds holding RETL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Aveo Capital Partners's RETL Position: Q4 2023 in Review

Aveo Capital Partners sold out of Direxion Daily Retail Bull 3X ETF (RETL) in Q4 2023, closing a stake of 133,835 shares — an estimated $778K sold.

Aveo Capital Partners first reported a position in RETL in Q3 2022 and held it in 5 quarters. The position peaked at $964K in Q2 2023. 10 funds tracked by Wall St. Rank hold RETL as of Q4 2023.

  • Aveo Capital Partners reported no remaining Direxion Daily Retail Bull 3X ETF position as of Q4 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 133,835 Direxion Daily Retail Bull 3X ETF shares in Q4 2023, an estimated $778K.
  • Aveo Capital Partners first reported a position in Direxion Daily Retail Bull 3X ETF in Q3 2022 and held it in 5 quarters.
  • Aveo Capital Partners's Direxion Daily Retail Bull 3X ETF position peaked at $964K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Direxion Daily Retail Bull 3X ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.