EWA
DRN icon

EP Wealth Advisors’s Direxion Daily Real Estate Bull 3X ETF DRN Stock Holding History

EP Wealth Advisors’s Portfolio DRN Stock Details DRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-43,937
Closed -$301K – 821
2023
Q3 		$301K Buy
+43,937
New +$391K ﹤0.01% 560

Other funds holding DRN

LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
QT
Quantbot Technologies New York $2.54B AUM 22.25% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

EP Wealth Advisors's DRN Position: Q4 2023 in Review

EP Wealth Advisors sold out of Direxion Daily Real Estate Bull 3X ETF (DRN) in Q4 2023, closing a stake of 43,937 shares — an estimated $301K sold.

EP Wealth Advisors first reported a position in DRN in Q3 2023 and held it in 1 quarter. The position peaked at $301K in Q3 2023. 20 funds tracked by Wall St. Rank hold DRN as of Q4 2023.

  • EP Wealth Advisors reported no remaining Direxion Daily Real Estate Bull 3X ETF position as of Q4 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 43,937 Direxion Daily Real Estate Bull 3X ETF shares in Q4 2023, an estimated $301K.
  • EP Wealth Advisors first reported a position in Direxion Daily Real Estate Bull 3X ETF in Q3 2023 and held it in 1 quarter.
  • EP Wealth Advisors's Direxion Daily Real Estate Bull 3X ETF position peaked at $301K in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Direxion Daily Real Estate Bull 3X ETF as of Q4 2023.

Based on EP Wealth Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.