Cambridge Investment Research Advisors’s Direxion Work From Home ETF WFH Stock Holding History

Cambridge Investment Research Advisors’s Portfolio WFH Stock Details WFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-24,702	Closed	-$1.05M	–	3220
2022 Q3	$1.05M	Buy	24,702 +1,383	+6%	+$66.8K	0.01%	1443
2022 Q2	$1.11M	Buy	23,319 +8,872	+61%	+$480K	0.01%	1414
2022 Q1	$948K	Buy	+14,447	New	+$947K	﹤0.01%	1608
2021 Q2	–	Sell	-21,756	Closed	-$1.49M	–	3176
2021 Q1	$1.49M	Sell	21,756 -4,607	-17%	-$323K	0.01%	1182
2020 Q4	$1.78M	Sell	26,363 -2,652	-9%	-$159K	0.01%	986
2020 Q3	$1.57M	Buy	+29,015	New	+$1.55M	0.01%	929

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors's WFH Position: Q4 2022 in Review

Cambridge Investment Research Advisors sold out of Direxion Work From Home ETF (WFH) in Q4 2022, closing a stake of 24,702 shares — an estimated $1.05M sold.

Cambridge Investment Research Advisors first reported a position in WFH in Q3 2020 and held it in 6 quarters. The position peaked at $1.78M in Q4 2020. 26 funds tracked by Wall St. Rank hold WFH as of Q4 2022.

Cambridge Investment Research Advisors reported no remaining Direxion Work From Home ETF position as of Q4 2022 after selling out during the quarter.
Cambridge Investment Research Advisors sold 24,702 Direxion Work From Home ETF shares in Q4 2022, an estimated $1.05M.
Cambridge Investment Research Advisors first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 6 quarters.
Cambridge Investment Research Advisors's Direxion Work From Home ETF position peaked at $1.78M in Q4 2020.
26 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.