EP Wealth Advisors’s Direxion Daily Technology Bull 3x ETF TECL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.24M	Hold	35,380	–	–	0.03%	260
2026 Q2	$8.16M	Sell	35,380 -6,762	-16%	-$1.22M	0.03%	306
2026 Q1	$3.65M	Buy	42,142 +37	+0.1%	+$3.97K	0.02%	363
2025 Q4	$4.95M	Buy	+42,105	New	+$5.38M	0.03%	281
2025 Q2	$4.24M	Hold	45,276	–	–	0.03%	287
2025 Q1	$2.65M	Hold	45,276	–	–	0.02%	317
2024 Q4	$4.1M	Sell	45,276 -7,120	-14%	-$664K	0.03%	245
2024 Q3	$4.59M	Buy	52,396 +1,066	+2%	+$90.3K	0.04%	228
2024 Q2	$5M	Sell	51,330 -2,724	-5%	-$220K	0.05%	183
2024 Q1	$4.33M	Buy	54,054 +5,393	+11%	+$406K	0.05%	183
2023 Q4	$3.25M	Buy	48,661 +5,091	+12%	+$276K	0.04%	208
2023 Q3	$1.88M	Buy	43,570 +16,653	+62%	+$844K	0.03%	245
2023 Q2	$2.44M	Buy	+26,917	New	+$1.12M	0.04%	217

Other funds holding TECL

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

EP Wealth Advisors's TECL Position: Q3 2026 in Review

EP Wealth Advisors held its Direxion Daily Technology Bull 3x ETF (TECL) position steady in Q3 2026 at 35,380 shares worth $8.24M. The position accounts for 0.03% of the portfolio, ranked #260.

EP Wealth Advisors first reported a position in TECL in Q2 2023 and has held it in 13 quarters since. 83 funds tracked by Wall St. Rank hold TECL as of Q3 2026.

EP Wealth Advisors held 35,380 shares of Direxion Daily Technology Bull 3x ETF worth $8.24M as of Q3 2026.
EP Wealth Advisors left its Direxion Daily Technology Bull 3x ETF share count unchanged in Q3 2026.
Direxion Daily Technology Bull 3x ETF made up 0.03% of EP Wealth Advisors's portfolio in Q3 2026, its #260 holding.
EP Wealth Advisors first reported a position in Direxion Daily Technology Bull 3x ETF in Q2 2023 and has held it in 13 quarters since.
83 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.