CAPTRUST Financial Advisors
DRN icon

CAPTRUST Financial Advisors’s Direxion Daily Real Estate Bull 3X ETF DRN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DRN Stock Details DRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-439
Closed -$6K – 2583
2022
Q2 		$6K Buy
439
+1
+0.2% +$20 ﹤0.01% 3987
2022
Q1 		$11K Buy
+438
New +$10.1K ﹤0.01% 3739
2015
Q1 		– Sell
-200
Closed -$4K – 185
2014
Q4 		$4K Buy
+200
New +$3.5K ﹤0.01% 149

Other funds holding DRN

LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CAPTRUST Financial Advisors's DRN Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Direxion Daily Real Estate Bull 3X ETF (DRN) in Q3 2022, closing a stake of 439 shares — an estimated $6K sold.

CAPTRUST Financial Advisors first reported a position in DRN in Q4 2014 and held it in 3 quarters. The position peaked at $11K in Q1 2022. 19 funds tracked by Wall St. Rank hold DRN as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Direxion Daily Real Estate Bull 3X ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 439 Direxion Daily Real Estate Bull 3X ETF shares in Q3 2022, an estimated $6K.
  • CAPTRUST Financial Advisors first reported a position in Direxion Daily Real Estate Bull 3X ETF in Q4 2014 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Direxion Daily Real Estate Bull 3X ETF position peaked at $11K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Direxion Daily Real Estate Bull 3X ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.