Creative Financial Designs’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Creative Financial Designs’s Portfolio UBOT Stock Details UBOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$2.5K	–	2151
2025 Q3	$2.5K	Hold	100	–	–	﹤0.01%	1666
2025 Q2	$2.19K	Hold	100	–	–	﹤0.01%	1672
2025 Q1	$1.75K	Hold	100	–	–	﹤0.01%	1692
2024 Q4	$2.27K	Hold	100	–	–	﹤0.01%	1567
2024 Q3	$2.37K	Buy	+100	New	+$2.2K	﹤0.01%	1510

Other funds holding UBOT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Creative Financial Designs's UBOT Position: Q4 2025 in Review

Creative Financial Designs sold out of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) in Q4 2025, closing a stake of 100 shares — an estimated $2.5K sold.

Creative Financial Designs first reported a position in UBOT in Q3 2024 and held it in 5 quarters. The position peaked at $2.5K in Q3 2025. 12 funds tracked by Wall St. Rank hold UBOT as of Q4 2025.

Creative Financial Designs reported no remaining Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 100 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF shares in Q4 2025, an estimated $2.5K.
Creative Financial Designs first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q3 2024 and held it in 5 quarters.
Creative Financial Designs's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $2.5K in Q3 2025.
12 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.