Creative Planning
DFEN icon

Creative Planning’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-15,014
Closed -$322K – 2203
2021
Q1 		$322K Sell
15,014
-22,135
-60% -$400K ﹤0.01% 1752
2020
Q4 		$628K Sell
37,149
-2,155
-5% -$30.1K ﹤0.01% 1183
2020
Q3 		$409K Buy
39,304
+500
+1% +$5.91K ﹤0.01% 1240
2020
Q2 		$478K Buy
+38,804
New +$467K ﹤0.01% 1059

Other funds holding DFEN

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Creative Planning's DFEN Position: Q2 2021 in Review

Creative Planning sold out of Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) in Q2 2021, closing a stake of 15,014 shares — an estimated $322K sold.

Creative Planning first reported a position in DFEN in Q2 2020 and held it in 4 quarters. The position peaked at $628K in Q4 2020. 20 funds tracked by Wall St. Rank hold DFEN as of Q2 2021.

  • Creative Planning reported no remaining Direxion Daily Aerospace & Defense Bull 3X ETF position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 15,014 Direxion Daily Aerospace & Defense Bull 3X ETF shares in Q2 2021, an estimated $322K.
  • Creative Planning first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q2 2020 and held it in 4 quarters.
  • Creative Planning's Direxion Daily Aerospace & Defense Bull 3X ETF position peaked at $628K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.