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Coppell Advisory Solutions’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

Coppell Advisory Solutions’s Portfolio MIDU Stock Details MIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-113
Closed -$3.99K – 1826
2023
Q3 		$3.99K Hold
113
– – ﹤0.01% 753
2023
Q2 		$4.53K Buy
+113
New +$4.03K ﹤0.01% 871
2023
Q1 		– Sell
-113
Closed -$3.99K – 720
2022
Q4 		$3.99K Buy
+113
New +$4.08K ﹤0.01% 757

Other funds holding MIDU

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions's MIDU Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Direxion Daily Mid Cap Bull 3X ETF (MIDU) in Q4 2023, closing a stake of 113 shares — an estimated $3.99K sold.

Coppell Advisory Solutions first reported a position in MIDU in Q4 2022 and held it in 3 quarters. The position peaked at $4.53K in Q2 2023. 13 funds tracked by Wall St. Rank hold MIDU as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Direxion Daily Mid Cap Bull 3X ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 113 Direxion Daily Mid Cap Bull 3X ETF shares in Q4 2023, an estimated $3.99K.
  • Coppell Advisory Solutions first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Direxion Daily Mid Cap Bull 3X ETF position peaked at $4.53K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.