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EP Wealth Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

EP Wealth Advisors’s Portfolio SPDN Stock Details SPDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,936
Closed -$230K – 701
2022
Q4 		$230K Buy
+13,936
New +$231K ﹤0.01% 518

Other funds holding SPDN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EP Wealth Advisors's SPDN Position: Q1 2023 in Review

EP Wealth Advisors sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2023, closing a stake of 13,936 shares — an estimated $230K sold.

EP Wealth Advisors first reported a position in SPDN in Q4 2022 and held it in 1 quarter. The position peaked at $230K in Q4 2022. 44 funds tracked by Wall St. Rank hold SPDN as of Q1 2023.

  • EP Wealth Advisors reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 13,936 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2023, an estimated $230K.
  • EP Wealth Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $230K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.