Capital Asset Advisory Services’s Direxion Work From Home ETF WFH Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-195	Closed	-$13K	–	1502
2020 Q4	$13K	Buy	+195	New	+$11.7K	﹤0.01%	1028

Other funds holding WFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TWM

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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

RJFSA

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Asset Advisory Services's WFH Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Direxion Work From Home ETF (WFH) in Q1 2021, closing a stake of 195 shares — an estimated $13K sold.

Capital Asset Advisory Services first reported a position in WFH in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 48 funds tracked by Wall St. Rank hold WFH as of Q1 2021.

Capital Asset Advisory Services reported no remaining Direxion Work From Home ETF position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 195 Direxion Work From Home ETF shares in Q1 2021, an estimated $13K.
Capital Asset Advisory Services first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Direxion Work From Home ETF position peaked at $13K in Q4 2020.
48 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.