EWM
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EPG Wealth Management’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-1,000
Closed -$28K – 662
2020
Q1 		$28K Buy
+1,000
New +$25.7K 0.02% 350

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EPG Wealth Management's SPDN Position: Q2 2020 in Review

EPG Wealth Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2020, closing a stake of 1,000 shares — an estimated $28K sold.

EPG Wealth Management first reported a position in SPDN in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 23 funds tracked by Wall St. Rank hold SPDN as of Q2 2020.

  • EPG Wealth Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,000 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2020, an estimated $28K.
  • EPG Wealth Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $28K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.