CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Direxion Daily Utilities Bull 3X ETF UTSL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio UTSL Stock Details UTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-67
Closed -$2K – 3972
2022
Q2 		$2K Hold
67
– – ﹤0.01% 4516
2022
Q1 		$3K Buy
+67
New +$2.41K ﹤0.01% 4394

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

CAPTRUST Financial Advisors sold out of Direxion Daily Utilities Bull 3X ETF (UTSL) in Q3 2022, closing a stake of 67 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in UTSL in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 9 funds tracked by Wall St. Rank hold UTSL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Direxion Daily Utilities Bull 3X ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 67 Direxion Daily Utilities Bull 3X ETF shares in Q3 2022, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in Direxion Daily Utilities Bull 3X ETF in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Direxion Daily Utilities Bull 3X ETF position peaked at $3K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Direxion Daily Utilities Bull 3X ETF as of Q3 2022.

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