Carson Wealth (CWM LLC)
TECL icon

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

Carson Wealth (CWM LLC)’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
2026
Q1 		$201K Sell
2,325
-110
-5% -$11.8K ﹤0.01% 2743
2025
Q4 		$286K Buy
2,435
+152
+7% +$19.4K ﹤0.01% 2291
2025
Q3 		$284K Buy
+2,283
New +$240K ﹤0.01% 2179

Other funds holding TECL

GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TECL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Direxion Daily Technology Bull 3x ETF (TECL) stake by 4.5% in Q1 2026, selling an estimated $11.8K and leaving 2,325 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Carson Wealth (CWM LLC) first reported a position in TECL in Q3 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 78 funds tracked by Wall St. Rank hold TECL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,325 shares of Direxion Daily Technology Bull 3x ETF worth $201K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 110 Direxion Daily Technology Bull 3x ETF shares in Q1 2026, an estimated $11.8K.
  • Direxion Daily Technology Bull 3x ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2743 holding.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Daily Technology Bull 3x ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Direxion Daily Technology Bull 3x ETF position peaked at $286K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.