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Concord Wealth Partners’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

Concord Wealth Partners’s Portfolio DFEN Stock Details DFEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$639 Buy
+8
New +$550 ﹤0.01% 800
2026
Q1 		– Sell
-8
Closed -$511 – 328
2025
Q4 		$511 Buy
+8
New +$526 ﹤0.01% 762

Other funds holding DFEN

TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Concord Wealth Partners's DFEN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) in Q2 2026: 8 shares worth $639. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DFEN as recently as Q4 2025.

Concord Wealth Partners first reported a position in DFEN in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DFEN as of Q2 2026.

  • Concord Wealth Partners held 8 shares of Direxion Daily Aerospace & Defense Bull 3X ETF worth $639 as of Q2 2026.
  • Direxion Daily Aerospace & Defense Bull 3X ETF was a new Concord Wealth Partners position in Q2 2026.
  • Direxion Daily Aerospace & Defense Bull 3X ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #800 holding.
  • Concord Wealth Partners first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.