Creative Planning
DPST icon

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
-1,600
Closed -$3.6K – 2697
2023
Q1 		$3.6K Buy
+1,600
New +$327K ﹤0.01% 2499

Other funds holding DPST

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
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
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QT
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.