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

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.