Burney Company’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

Burney Company’s Portfolio DFEN Stock Details DFEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$533K	Hold	6,668	–	–	0.01%	455
2026 Q1	$421K	Hold	6,668	–	–	0.01%	457
2025 Q4	$426K	Hold	6,668	–	–	0.01%	459
2025 Q3	$458K	Hold	6,668	–	–	0.01%	431
2025 Q2	$346K	Hold	6,668	–	–	0.01%	474
2025 Q1	$205K	Buy	+6,668	New	+$208K	0.01%	555
2024 Q4	–	Sell	-6,668	Closed	-$238K	–	592
2024 Q3	$238K	Buy	+6,668	New	+$204K	0.01%	564

Other funds holding DFEN

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Burney Company's DFEN Position: Q2 2026 in Review

Burney Company held its Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) position steady in Q2 2026 at 6,668 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #455.

Burney Company first reported a position in DFEN in Q3 2024 and has held it in 7 quarters since. 4 funds tracked by Wall St. Rank hold DFEN as of Q2 2026.

Burney Company held 6,668 shares of Direxion Daily Aerospace & Defense Bull 3X ETF worth $533K as of Q2 2026.
Burney Company left its Direxion Daily Aerospace & Defense Bull 3X ETF share count unchanged in Q2 2026.
Direxion Daily Aerospace & Defense Bull 3X ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #455 holding.
Burney Company first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q3 2024 and has held it in 7 quarters since.
4 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.