Carson Wealth (CWM LLC)
FAS icon

Carson Wealth (CWM LLC)’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$219K Hold
2,005
– – ﹤0.01% 874
2021
Q1 		$219K Hold
2,005
– – ﹤0.01% 874
2020
Q4 		$219K Hold
2,005
– – ﹤0.01% 874
2020
Q3 		$219K Hold
2,005
– – ﹤0.01% 874
2020
Q2 		$219K Hold
2,005
– – ﹤0.01% 874
2020
Q1 		$219K Hold
2,005
– – ﹤0.01% 874
2019
Q4 		$219K Hold
2,005
– – ﹤0.01% 874
2019
Q3 		$219K Hold
2,005
– – ﹤0.01% 874
2019
Q2 		$219K Hold
2,005
– – ﹤0.01% 874
2019
Q1 		$219K Buy
+2,005
New +$117K ﹤0.01% 874

Other funds holding FAS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HJMC
Hellman Jordan Management Company Quincy, Massachusetts $58.9M AUM 18.56% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FAS Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Direxion Daily Financial Bull 3x ETF (FAS) position steady in Q2 2021 at 2,005 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Carson Wealth (CWM LLC) first reported a position in FAS in Q1 2019 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold FAS as of Q2 2021.

  • Carson Wealth (CWM LLC) held 2,005 shares of Direxion Daily Financial Bull 3x ETF worth $219K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Direxion Daily Financial Bull 3x ETF share count unchanged in Q2 2021.
  • Direxion Daily Financial Bull 3x ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #874 holding.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Daily Financial Bull 3x ETF in Q1 2019 and has held it in 10 quarters since.
  • 74 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.