EverSource Wealth Advisors’s Direxion Daily Utilities Bull 3X ETF UTSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,280
Closed -$47.4K 4484
2025
Q2
$47.4K Sell
1,280
-320
-20% -$11.1K ﹤0.01% 1644
2025
Q1
$55.7K Buy
+1,600
New +$54.9K ﹤0.01% 1188

Other funds holding UTSL

EverSource Wealth Advisors's UTSL Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Direxion Daily Utilities Bull 3X ETF (UTSL) in Q3 2025, closing a stake of 1,280 shares — an estimated $47.4K sold.

EverSource Wealth Advisors first reported a position in UTSL in Q1 2025 and held it in 2 quarters. The position peaked at $55.7K in Q1 2025. 10 funds tracked by Wall St. Rank hold UTSL as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Direxion Daily Utilities Bull 3X ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,280 Direxion Daily Utilities Bull 3X ETF shares in Q3 2025, an estimated $47.4K.
  • EverSource Wealth Advisors first reported a position in Direxion Daily Utilities Bull 3X ETF in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Direxion Daily Utilities Bull 3X ETF position peaked at $55.7K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Direxion Daily Utilities Bull 3X ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.