CAPTRUST Financial Advisors’s Direxion Daily Technology Bull 3x ETF TECL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TECL Stock Details TECL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-978	Closed	-$27K	–	3846
2022 Q2	$27K	Hold	978	–	–	﹤0.01%	3202
2022 Q1	$60K	Buy	978 +878	+878%	+$54.2K	﹤0.01%	2665
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	3792
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	3887
2021 Q2	$6K	Buy	+100	New	+$4.79K	﹤0.01%	3799
2020 Q3	–	Sell	-200	Closed	-$5K	–	3232
2020 Q2	$5K	Buy	+200	New	+$3.54K	﹤0.01%	2402
2019 Q4	–	Sell	-250	Closed	-$4K	–	1724
2019 Q3	$4K	Hold	250	–	–	﹤0.01%	1698
2019 Q2	$4K	Hold	250	–	–	﹤0.01%	1706
2019 Q1	$3K	Hold	250	–	–	﹤0.01%	1645
2018 Q4	$2K	Hold	250	–	–	﹤0.01%	1497
2018 Q3	$4K	Buy	+250	New	+$3.88K	﹤0.01%	1410
2015 Q1	–	Sell	-1,100	Closed	-$3K	–	192
2014 Q4	$3K	Buy	+1,100	New	+$2.89K	﹤0.01%	157

Other funds holding TECL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CAPTRUST Financial Advisors sold out of Direxion Daily Technology Bull 3x ETF (TECL) in Q3 2022, closing a stake of 978 shares — an estimated $27K sold.

CAPTRUST Financial Advisors first reported a position in TECL in Q4 2014 and held it in 12 quarters. The position peaked at $60K in Q1 2022. 41 funds tracked by Wall St. Rank hold TECL as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining Direxion Daily Technology Bull 3x ETF position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 978 Direxion Daily Technology Bull 3x ETF shares in Q3 2022, an estimated $27K.
CAPTRUST Financial Advisors first reported a position in Direxion Daily Technology Bull 3x ETF in Q4 2014 and held it in 12 quarters.
CAPTRUST Financial Advisors's Direxion Daily Technology Bull 3x ETF position peaked at $60K in Q1 2022.
41 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q3 2022.

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