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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
Q1 		– Sell
-8
Closed -$511 – 328
2025
Q4 		$511 Buy
+8
New +$526 ﹤0.01% 762

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Concord Wealth Partners's DFEN Position: Q1 2026 in Review

Concord Wealth Partners sold out of Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) in Q1 2026, closing a stake of 8 shares — an estimated $511 sold.

Concord Wealth Partners first reported a position in DFEN in Q4 2025 and held it in 1 quarter. The position peaked at $511 in Q4 2025. 31 funds tracked by Wall St. Rank hold DFEN as of Q1 2026.

  • Concord Wealth Partners reported no remaining Direxion Daily Aerospace & Defense Bull 3X ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 8 Direxion Daily Aerospace & Defense Bull 3X ETF shares in Q1 2026, an estimated $511.
  • Concord Wealth Partners first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q4 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Direxion Daily Aerospace & Defense Bull 3X ETF position peaked at $511 in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.