Creative Planning’s Direxion Daily Regional Banks Bull 3X ETF DPST Stock Holding History

Creative Planning’s Portfolio DPST Stock Details DPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-404	Closed	-$31.1K	–	2698
2023 Q1	$31.1K	Buy	+404	New	+$82.5K	﹤0.01%	2382
2021 Q2	–	Sell	-2,943	Closed	-$1.36M	–	2209
2021 Q1	$1.36M	Buy	+2,943	New	+$1.19M	﹤0.01%	888
2020 Q4	–	Sell	-4,898	Closed	-$435K	–	2375
2020 Q3	$435K	Buy	4,898 +2,329	+91%	+$253K	﹤0.01%	1203
2020 Q2	$312K	Buy	+2,569	New	+$323K	﹤0.01%	1273
2017 Q3	–	Sell	-105	Closed	-$130K	–	2343
2017 Q2	$130K	Sell	105 -48	-31%	-$56.1K	﹤0.01%	1791
2017 Q1	$191K	Buy	153 +53	+53%	+$72.6K	﹤0.01%	1519
2016 Q4	$136K	Buy	+100	New	+$109K	﹤0.01%	1652

Other funds holding DPST

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

MWM

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantbot Technologies New York $2.44B AUM 17.13% 1-Year Est. Return

Creative Planning's DPST Position: Q2 2023 in Review

Creative Planning sold out of Direxion Daily Regional Banks Bull 3X ETF (DPST) in Q2 2023, closing a stake of 404 shares — an estimated $31.1K sold.

Creative Planning first reported a position in DPST in Q4 2016 and held it in 7 quarters. The position peaked at $1.36M in Q1 2021. 28 funds tracked by Wall St. Rank hold DPST as of Q2 2023.

Creative Planning reported no remaining Direxion Daily Regional Banks Bull 3X ETF position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 404 Direxion Daily Regional Banks Bull 3X ETF shares in Q2 2023, an estimated $31.1K.
Creative Planning first reported a position in Direxion Daily Regional Banks Bull 3X ETF in Q4 2016 and held it in 7 quarters.
Creative Planning's Direxion Daily Regional Banks Bull 3X ETF position peaked at $1.36M in Q1 2021.
28 funds tracked by Wall St. Rank held Direxion Daily Regional Banks Bull 3X ETF as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.