EP Wealth Advisors’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

EP Wealth Advisors’s Portfolio DFEN Stock Details DFEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	+2,027	New	+$139K	﹤0.01%	1568

Other funds holding DFEN

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

EP Wealth Advisors's DFEN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) in Q2 2026: 2,027 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings.

19 funds tracked by Wall St. Rank hold DFEN as of Q2 2026.

EP Wealth Advisors held 2,027 shares of Direxion Daily Aerospace & Defense Bull 3X ETF worth $162K as of Q2 2026.
Direxion Daily Aerospace & Defense Bull 3X ETF was a new EP Wealth Advisors position in Q2 2026.
Direxion Daily Aerospace & Defense Bull 3X ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1568 holding.
19 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.