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
2021
Q2 		– Sell
-600
Closed -$1K – 2238
2021
Q1 		$1K Buy
+600
New +$46.5K ﹤0.01% 2583

Other funds holding FAS

TGIA
Torrey Growth & Income Advisors Del Mar, California $239M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Creative Planning's FAS Position: Q1 2026 in Review

Creative Planning increased its Direxion Daily Financial Bull 3x ETF (FAS) stake by 73% in Q1 2026, buying an estimated $233K and bringing the position to 3,874 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Creative Planning first reported a position in FAS in Q3 2013 and has held it in 25 quarters since. The position peaked at $1.15M in Q4 2015. 72 funds tracked by Wall St. Rank hold FAS as of Q1 2026.

  • Creative Planning held 3,874 shares of Direxion Daily Financial Bull 3x ETF worth $459K as of Q1 2026.
  • Creative Planning bought 1,635 Direxion Daily Financial Bull 3x ETF shares in Q1 2026, an estimated $233K.
  • Direxion Daily Financial Bull 3x ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3091 holding.
  • Creative Planning first reported a position in Direxion Daily Financial Bull 3x ETF in Q3 2013 and has held it in 25 quarters since.
  • Creative Planning's Direxion Daily Financial Bull 3x ETF position peaked at $1.15M in Q4 2015.
  • 72 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.