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 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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

EP Wealth Advisors's TECL Position: Q1 2026 in Review

EP Wealth Advisors increased its Direxion Daily Technology Bull 3x ETF (TECL) stake by 0.09% in Q1 2026, buying an estimated $3.97K and bringing the position to 42,142 shares worth $3.65M. The position accounts for 0.02% of the portfolio, ranked #363.

EP Wealth Advisors first reported a position in TECL in Q2 2023 and has held it in 11 quarters since. The position peaked at $5M in Q2 2024. 78 funds tracked by Wall St. Rank hold TECL as of Q1 2026.

EP Wealth Advisors held 42,142 shares of Direxion Daily Technology Bull 3x ETF worth $3.65M as of Q1 2026.
EP Wealth Advisors bought 37 Direxion Daily Technology Bull 3x ETF shares in Q1 2026, an estimated $3.97K.
Direxion Daily Technology Bull 3x ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #363 holding.
EP Wealth Advisors first reported a position in Direxion Daily Technology Bull 3x ETF in Q2 2023 and has held it in 11 quarters since.
EP Wealth Advisors's Direxion Daily Technology Bull 3x ETF position peaked at $5M in Q2 2024.
78 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.