Creative Planning
FAS icon

Creative Planning’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Creative Planning’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Sell
1,816
-2,058
-53% -$280K ﹤0.01% 3665
2026
Q1 		$459K Buy
3,874
+1,635
+73% +$233K ﹤0.01% 3091
2025
Q4 		$377K Buy
2,239
+5
+0.2% +$830 ﹤0.01% 3080
2025
Q3 		$397K Buy
+2,234
New +$383K ﹤0.01% 2931
2021
Q2 		– Sell
-4,427
Closed -$402K – 2237
2021
Q1 		$402K Buy
4,427
+156
+4% +$12.1K ﹤0.01% 1586
2020
Q4 		$260K Sell
4,271
-7,602
-64% -$354K ﹤0.01% 1708
2020
Q3 		$402K Sell
11,873
-16,842
-59% -$600K ﹤0.01% 1250
2020
Q2 		$898K Buy
+28,715
New +$849K ﹤0.01% 778
2018
Q2 		– Sell
-3,801
Closed -$244K – 2097
2018
Q1 		$244K Buy
+3,801
New +$271K ﹤0.01% 1477
2017
Q4 		– Sell
-4,901
Closed -$274K – 1937
2017
Q3 		$274K Sell
4,901
-2,435
-33% -$125K ﹤0.01% 1380
2017
Q2 		$362K Sell
7,336
-1,876
-20% -$84.6K ﹤0.01% 1184
2017
Q1 		$409K Buy
9,212
+4,412
+92% +$197K ﹤0.01% 1104
2016
Q4 		$196K Sell
4,800
-32,840
-87% -$1.13M ﹤0.01% 1419
2016
Q3 		$1.1M Buy
37,640
+9,052
+32% +$260K 0.01% 562
2016
Q2 		$728K Sell
28,588
-17,894
-38% -$471K 0.01% 624
2016
Q1 		$1.15M Buy
46,482
+6,842
+17% +$150K 0.01% 456
2015
Q4 		$1.15M Sell
39,640
-4,000
-9% -$119K 0.01% 462
2015
Q3 		$1.1M Buy
43,640
+8,772
+25% +$268K 0.01% 448
2015
Q2 		$1.09M Buy
34,868
+22,868
+191% +$734K 0.01% 442
2015
Q1 		$367K Sell
12,000
-20,300
-63% -$614K ﹤0.01% 883
2014
Q4 		$1.03M Buy
32,300
+23,632
+273% +$675K 0.01% 439
2014
Q3 		$223K Buy
8,668
+4,668
+117% +$120K ﹤0.01% 999
2014
Q2 		$100K Sell
4,000
-8,000
-67% -$185K ﹤0.01% 1425
2014
Q1 		$284K Buy
12,000
+4,000
+50% +$88.5K ﹤0.01% 841
2013
Q4 		$181K Sell
8,000
-44,000
-85% -$874K ﹤0.01% 915
2013
Q3 		$894K Buy
+52,000
New +$918K 0.02% 292

Other funds holding FAS

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Creative Planning's FAS Position: Q2 2026 in Review

Creative Planning reduced its Direxion Daily Financial Bull 3x ETF (FAS) stake by 53% in Q2 2026, selling an estimated $280K and leaving 1,816 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #3665.

Creative Planning first reported a position in FAS in Q3 2013 and has held it in 26 quarters since. The position peaked at $1.15M in Q4 2015. 68 funds tracked by Wall St. Rank hold FAS as of Q2 2026.

  • Creative Planning held 1,816 shares of Direxion Daily Financial Bull 3x ETF worth $267K as of Q2 2026.
  • Creative Planning sold 2,058 Direxion Daily Financial Bull 3x ETF shares in Q2 2026, an estimated $280K.
  • Direxion Daily Financial Bull 3x ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3665 holding.
  • Creative Planning first reported a position in Direxion Daily Financial Bull 3x ETF in Q3 2013 and has held it in 26 quarters since.
  • Creative Planning's Direxion Daily Financial Bull 3x ETF position peaked at $1.15M in Q4 2015.
  • 68 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.