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Forza Wealth Management’s Direxion Daily Healthcare Bull 3X ETF CURE Stock Holding History

Forza Wealth Management’s Portfolio CURE Stock Details CURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,000
Closed -$200K – 182
2023
Q2 		$200K Buy
+2,000
New +$199K 0.1% 180

Other funds holding CURE

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forza Wealth Management's CURE Position: Q3 2023 in Review

Forza Wealth Management sold out of Direxion Daily Healthcare Bull 3X ETF (CURE) in Q3 2023, closing a stake of 2,000 shares — an estimated $200K sold.

Forza Wealth Management first reported a position in CURE in Q2 2023 and held it in 1 quarter. The position peaked at $200K in Q2 2023. 20 funds tracked by Wall St. Rank hold CURE as of Q3 2023.

  • Forza Wealth Management reported no remaining Direxion Daily Healthcare Bull 3X ETF position as of Q3 2023 after selling out during the quarter.
  • Forza Wealth Management sold 2,000 Direxion Daily Healthcare Bull 3X ETF shares in Q3 2023, an estimated $200K.
  • Forza Wealth Management first reported a position in Direxion Daily Healthcare Bull 3X ETF in Q2 2023 and held it in 1 quarter.
  • Forza Wealth Management's Direxion Daily Healthcare Bull 3X ETF position peaked at $200K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Direxion Daily Healthcare Bull 3X ETF as of Q3 2023.

Based on Forza Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.