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Concourse Financial Group Securities’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Concourse Financial Group Securities’s Portfolio SPDN Stock Details SPDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,714
Closed -$38.9K – 2408
2023
Q2 		$38.7K Buy
+2,714
New +$41.3K ﹤0.01% 1192

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Concourse Financial Group Securities's SPDN Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2023, closing a stake of 2,714 shares — an estimated $38.9K sold.

Concourse Financial Group Securities first reported a position in SPDN in Q2 2023 and held it in 1 quarter. The position peaked at $38.7K in Q2 2023. 49 funds tracked by Wall St. Rank hold SPDN as of Q3 2023.

  • Concourse Financial Group Securities reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,714 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2023, an estimated $38.9K.
  • Concourse Financial Group Securities first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2023 and held it in 1 quarter.
  • Concourse Financial Group Securities's Direxion Daily S&P 500 Bear 1X ETF position peaked at $38.7K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.