CWM
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Copia Wealth Management’s Direxion Daily Utilities Bull 3X ETF UTSL Stock Holding History

Copia Wealth Management’s Portfolio UTSL Stock Details UTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-145
Closed -$5.05K – 492
2025
Q1 		$5.05K Buy
+145
New +$4.97K ﹤0.01% 334

Other funds holding UTSL

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Copia Wealth Management's UTSL Position: Q2 2025 in Review

Copia Wealth Management sold out of Direxion Daily Utilities Bull 3X ETF (UTSL) in Q2 2025, closing a stake of 145 shares — an estimated $5.05K sold.

Copia Wealth Management first reported a position in UTSL in Q1 2025 and held it in 1 quarter. The position peaked at $5.05K in Q1 2025. 11 funds tracked by Wall St. Rank hold UTSL as of Q2 2025.

  • Copia Wealth Management reported no remaining Direxion Daily Utilities Bull 3X ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 145 Direxion Daily Utilities Bull 3X ETF shares in Q2 2025, an estimated $5.05K.
  • Copia Wealth Management first reported a position in Direxion Daily Utilities Bull 3X ETF in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's Direxion Daily Utilities Bull 3X ETF position peaked at $5.05K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Direxion Daily Utilities Bull 3X ETF as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.