Creative Planning
NVDU icon

Creative Planning’s Direxion Daily NVDA Bull 2X ETF NVDU Stock Holding History

Creative Planning’s Portfolio NVDU Stock Details NVDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,067
Closed -$597K – 4169
2025
Q4 		$597K Buy
5,067
+165
+3% +$20.7K ﹤0.01% 2687
2025
Q3 		$643K Buy
4,902
+163
+3% +$19.2K ﹤0.01% 2515
2025
Q2 		$469K Sell
4,739
-10
-0.2% -$661 ﹤0.01% 2517
2025
Q1 		$250K Buy
4,749
+50
+1% +$3.89K ﹤0.01% 2891
2024
Q4 		$440K Buy
4,699
+666
+17% +$76K ﹤0.01% 2347
2024
Q3 		$377K Buy
+4,033
New +$384K ﹤0.01% 2339

Other funds holding NVDU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Creative Planning's NVDU Position: Q1 2026 in Review

Creative Planning sold out of Direxion Daily NVDA Bull 2X ETF (NVDU) in Q1 2026, closing a stake of 5,067 shares — an estimated $597K sold.

Creative Planning first reported a position in NVDU in Q3 2024 and held it in 6 quarters. The position peaked at $643K in Q3 2025. 31 funds tracked by Wall St. Rank hold NVDU as of Q1 2026.

  • Creative Planning reported no remaining Direxion Daily NVDA Bull 2X ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 5,067 Direxion Daily NVDA Bull 2X ETF shares in Q1 2026, an estimated $597K.
  • Creative Planning first reported a position in Direxion Daily NVDA Bull 2X ETF in Q3 2024 and held it in 6 quarters.
  • Creative Planning's Direxion Daily NVDA Bull 2X ETF position peaked at $643K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Direxion Daily NVDA Bull 2X ETF as of Q1 2026.

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