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BDO Wealth Advisors’s Direxion Daily MSCI Emerging Markets Bull 3X ETF EDC Stock Holding History

BDO Wealth Advisors’s Portfolio EDC Stock Details EDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$71.3K Buy
2,331
+23
+1% +$701 0.01% 379
2023
Q1 		$72.2K Buy
2,308
+27
+1% +$900 0.01% 360
2022
Q4 		$67K Sell
2,281
-2,300
-50% -$62.6K 0.01% 378
2022
Q3 		$108K Sell
4,581
-2,289
-33% -$77.6K 0.01% 320
2022
Q2 		$257K Buy
6,870
+2,300
+50% +$99.9K 0.03% 228
2022
Q1 		$251K Hold
4,570
– – 0.03% 239
2021
Q4 		$338K Hold
4,570
– – 0.04% 219
2021
Q3 		$363K Buy
4,570
+50
+1% +$4.45K 0.04% 212
2021
Q2 		$485K Buy
4,520
+2
+0% +$206 0.05% 190
2021
Q1 		$444K Buy
4,518
+99
+2% +$10.8K 0.05% 193
2020
Q4 		$413K Buy
4,419
+40
+0.9% +$3K 0.06% 162
2020
Q3 		$252K Buy
4,379
+170
+4% +$9.84K 0.04% 197
2020
Q2 		$187K Buy
4,209
+282
+7% +$10.6K 0.03% 222
2020
Q1 		$116K Buy
3,927
+55
+1% +$3.76K 0.02% 254
2019
Q4 		$346K Buy
3,872
+3
+0.1% +$227 0.09% 132
2019
Q3 		$252K Buy
3,869
+14
+0.4% +$961 0.06% 172
2019
Q2 		$301K Sell
3,855
-417
-10% -$31.8K 0.08% 147
2019
Q1 		$341K Buy
4,272
+26
+0.6% +$2K 0.1% 129
2018
Q4 		$267K Sell
4,246
-125
-3% -$8.4K 0.09% 127
2018
Q3 		$371K Buy
4,371
+100
+2% +$8.82K 0.12% 110
2018
Q2 		$388K Hold
4,271
– – 0.13% 104
2018
Q1 		$544K Buy
+4,271
New +$591K 0.2% 82
2017
Q3 		– Sell
-4,140
Closed -$354K – 468
2017
Q2 		$354K Buy
+4,140
New +$335K 0.15% 99

Other funds holding EDC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BDO Wealth Advisors's EDC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Direxion Daily MSCI Emerging Markets Bull 3X ETF (EDC) stake by 1% in Q2 2023, buying an estimated $701 and bringing the position to 2,331 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #379.

BDO Wealth Advisors first reported a position in EDC in Q2 2017 and has held it in 23 quarters since. The position peaked at $544K in Q1 2018. 20 funds tracked by Wall St. Rank hold EDC as of Q2 2023.

  • BDO Wealth Advisors held 2,331 shares of Direxion Daily MSCI Emerging Markets Bull 3X ETF worth $71.3K as of Q2 2023.
  • BDO Wealth Advisors bought 23 Direxion Daily MSCI Emerging Markets Bull 3X ETF shares in Q2 2023, an estimated $701.
  • Direxion Daily MSCI Emerging Markets Bull 3X ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #379 holding.
  • BDO Wealth Advisors first reported a position in Direxion Daily MSCI Emerging Markets Bull 3X ETF in Q2 2017 and has held it in 23 quarters since.
  • BDO Wealth Advisors's Direxion Daily MSCI Emerging Markets Bull 3X ETF position peaked at $544K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bull 3X ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.