Creative Planning
MIDU icon

Creative Planning’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

Creative Planning’s Portfolio MIDU Stock Details MIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,720
Closed -$228K – 2178
2021
Q2 		$228K Buy
+3,720
New +$233K ﹤0.01% 1734
2016
Q4 		– Sell
-3,600
Closed -$98K – 4749
2016
Q3 		$98K Sell
3,600
-16,400
-82% -$444K ﹤0.01% 1862
2016
Q2 		$491K Sell
20,000
-1,950
-9% -$45.8K ﹤0.01% 788
2016
Q1 		$494K Buy
21,950
+8,950
+69% +$162K ﹤0.01% 755
2015
Q4 		$271K Buy
+13,000
New +$292K ﹤0.01% 1044
2015
Q2 		– Sell
-1,125
Closed -$25K – 2239
2015
Q1 		$25K Buy
+1,125
New +$23.3K ﹤0.01% 2553
2014
Q4 		– Sell
-230
Closed -$4K – 4270
2014
Q3 		$4K Sell
230
-20
-8% -$364 ﹤0.01% 3399
2014
Q2 		$5K Sell
250
-785
-76% -$13.3K ﹤0.01% 3222
2014
Q1 		$18K Buy
+1,035
New +$16.6K ﹤0.01% 2446

Other funds holding MIDU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Creative Planning's MIDU Position: Q3 2021 in Review

Creative Planning sold out of Direxion Daily Mid Cap Bull 3X ETF (MIDU) in Q3 2021, closing a stake of 3,720 shares — an estimated $228K sold.

Creative Planning first reported a position in MIDU in Q1 2014 and held it in 9 quarters. The position peaked at $494K in Q1 2016. 19 funds tracked by Wall St. Rank hold MIDU as of Q3 2021.

  • Creative Planning reported no remaining Direxion Daily Mid Cap Bull 3X ETF position as of Q3 2021 after selling out during the quarter.
  • Creative Planning sold 3,720 Direxion Daily Mid Cap Bull 3X ETF shares in Q3 2021, an estimated $228K.
  • Creative Planning first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q1 2014 and held it in 9 quarters.
  • Creative Planning's Direxion Daily Mid Cap Bull 3X ETF position peaked at $494K in Q1 2016.
  • 19 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.