Great Oak Capital Partners’s Direxion Daily MSCI Emerging Markets Bull 3X ETF EDC Stock Holding History

Great Oak Capital Partners’s Portfolio EDC Stock Details EDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$629K	Buy	8,571 +858	+11%	+$70.4K	0.14%	28
2026 Q1	$514K	Buy	7,713 +3,649	+90%	+$241K	0.12%	30
2025 Q4	$240K	Buy	4,064 +7	+0.2%	+$370	0.06%	38
2025 Q3	$212K	Buy	+4,057	New	+$176K	0.06%	44

Other funds holding EDC

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Great Oak Capital Partners's EDC Position: Q2 2026 in Review

Great Oak Capital Partners increased its Direxion Daily MSCI Emerging Markets Bull 3X ETF (EDC) stake by 11% in Q2 2026, buying an estimated $70.4K and bringing the position to 8,571 shares worth $629K. The position accounts for 0.14% of the portfolio, ranked #28.

Great Oak Capital Partners first reported a position in EDC in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold EDC as of Q2 2026.

Great Oak Capital Partners held 8,571 shares of Direxion Daily MSCI Emerging Markets Bull 3X ETF worth $629K as of Q2 2026.
Great Oak Capital Partners bought 858 Direxion Daily MSCI Emerging Markets Bull 3X ETF shares in Q2 2026, an estimated $70.4K.
Direxion Daily MSCI Emerging Markets Bull 3X ETF made up 0.14% of Great Oak Capital Partners's portfolio in Q2 2026, its #28 holding.
Great Oak Capital Partners first reported a position in Direxion Daily MSCI Emerging Markets Bull 3X ETF in Q3 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bull 3X ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.