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Capstone Wealth Management Group (Oregon)’s Direxion Daily NVDA Bull 2X ETF NVDU Stock Holding History

Capstone Wealth Management Group (Oregon)’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
2026
Q1 		$274K Buy
2,845
+862
+43% +$95.7K 0.17% 99
2025
Q4 		$233K Buy
1,983
+41
+2% +$5.15K 0.14% 114
2025
Q3 		$255K Buy
+1,942
New +$229K 0.16% 101
2025
Q1 		– Sell
-2,827
Closed -$265K – 100
2024
Q4 		$265K Buy
+2,827
New +$323K 0.2% 82

Other funds holding NVDU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s NVDU Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Direxion Daily NVDA Bull 2X ETF (NVDU) stake by 43% in Q1 2026, buying an estimated $95.7K and bringing the position to 2,845 shares worth $274K. The position accounts for 0.17% of the portfolio, ranked #99.

Capstone Wealth Management Group (Oregon) first reported a position in NVDU in Q4 2024 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold NVDU as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 2,845 shares of Direxion Daily NVDA Bull 2X ETF worth $274K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) bought 862 Direxion Daily NVDA Bull 2X ETF shares in Q1 2026, an estimated $95.7K.
  • Direxion Daily NVDA Bull 2X ETF made up 0.17% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #99 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Direxion Daily NVDA Bull 2X ETF in Q4 2024 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Direxion Daily NVDA Bull 2X ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.