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BerganKDV Wealth Management’s Direxion Daily Healthcare Bull 3X ETF CURE Stock Holding History

BerganKDV Wealth Management’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
Q1 		– Sell
-10
Closed -$1.15K – 1071
2022
Q4 		$1.15K Buy
+10
New +$1.08K ﹤0.01% 867

Other funds holding CURE

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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

BerganKDV Wealth Management's CURE Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Direxion Daily Healthcare Bull 3X ETF (CURE) in Q1 2023, closing a stake of 10 shares — an estimated $1.15K sold.

BerganKDV Wealth Management first reported a position in CURE in Q4 2022 and held it in 1 quarter. The position peaked at $1.15K in Q4 2022. 14 funds tracked by Wall St. Rank hold CURE as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Direxion Daily Healthcare Bull 3X ETF position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 Direxion Daily Healthcare Bull 3X ETF shares in Q1 2023, an estimated $1.15K.
  • BerganKDV Wealth Management first reported a position in Direxion Daily Healthcare Bull 3X ETF in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Direxion Daily Healthcare Bull 3X ETF position peaked at $1.15K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Direxion Daily Healthcare Bull 3X ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.