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Bartlett & Co’s Direxion Daily Healthcare Bull 3X ETF CURE Stock Holding History

Bartlett & Co’s Portfolio CURE Stock Details CURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$25K Hold
245
– – ﹤0.01% 829
2023
Q3 		$22K Hold
245
– – ﹤0.01% 801
2023
Q2 		$25K Hold
245
– – ﹤0.01% 778
2023
Q1 		$24K Hold
245
– – ﹤0.01% 681
2022
Q4 		$28K Hold
245
– – ﹤0.01% 661
2022
Q3 		$21K Hold
245
– – ﹤0.01% 690
2022
Q2 		$25K Hold
245
– – ﹤0.01% 688
2022
Q1 		$32K Buy
+245
New +$29.2K ﹤0.01% 660

Other funds holding CURE

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

Bartlett & Co's CURE Position: Q4 2023 in Review

Bartlett & Co held its Direxion Daily Healthcare Bull 3X ETF (CURE) position steady in Q4 2023 at 245 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Bartlett & Co first reported a position in CURE in Q1 2022 and has held it in 8 quarters since. The position peaked at $32K in Q1 2022. 20 funds tracked by Wall St. Rank hold CURE as of Q4 2023.

  • Bartlett & Co held 245 shares of Direxion Daily Healthcare Bull 3X ETF worth $25K as of Q4 2023.
  • Bartlett & Co left its Direxion Daily Healthcare Bull 3X ETF share count unchanged in Q4 2023.
  • Direxion Daily Healthcare Bull 3X ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #829 holding.
  • Bartlett & Co first reported a position in Direxion Daily Healthcare Bull 3X ETF in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's Direxion Daily Healthcare Bull 3X ETF position peaked at $32K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Direxion Daily Healthcare Bull 3X ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.