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Beaird Harris Wealth Management’s Direxion Daily NVDA Bull 2X ETF NVDU Stock Holding History

Beaird Harris Wealth Management’s Portfolio NVDU Stock Details NVDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,950
Closed -$557K – 527
2024
Q4 		$557K Hold
5,950
– – 0.05% 81
2024
Q3 		$557K Buy
+5,950
New +$567K 0.05% 81

Other funds holding NVDU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

Beaird Harris Wealth Management's NVDU Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Direxion Daily NVDA Bull 2X ETF (NVDU) in Q1 2025, closing a stake of 5,950 shares — an estimated $557K sold.

Beaird Harris Wealth Management first reported a position in NVDU in Q3 2024 and held it in 2 quarters. The position peaked at $557K in Q4 2024. 30 funds tracked by Wall St. Rank hold NVDU as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining Direxion Daily NVDA Bull 2X ETF position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 5,950 Direxion Daily NVDA Bull 2X ETF shares in Q1 2025, an estimated $557K.
  • Beaird Harris Wealth Management first reported a position in Direxion Daily NVDA Bull 2X ETF in Q3 2024 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Direxion Daily NVDA Bull 2X ETF position peaked at $557K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Direxion Daily NVDA Bull 2X ETF as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.