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 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 $4.4B AUM 74.26% 1-Year Est. Return

TCM

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

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TPWA

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

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

EP Wealth Advisors reduced its Direxion Daily Technology Bull 3x ETF (TECL) stake by 16% in Q2 2026, selling an estimated $1.22M and leaving 35,380 shares worth $8.16M. The position accounts for 0.03% of the portfolio, ranked #306.

EP Wealth Advisors first reported a position in TECL in Q2 2023 and has held it in 12 quarters since. 91 funds tracked by Wall St. Rank hold TECL as of Q2 2026.

EP Wealth Advisors held 35,380 shares of Direxion Daily Technology Bull 3x ETF worth $8.16M as of Q2 2026.
EP Wealth Advisors sold 6,762 Direxion Daily Technology Bull 3x ETF shares in Q2 2026, an estimated $1.22M.
Direxion Daily Technology Bull 3x ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #306 holding.
EP Wealth Advisors first reported a position in Direxion Daily Technology Bull 3x ETF in Q2 2023 and has held it in 12 quarters since.
91 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q2 2026.

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