Horan Securities’s Direxion Work From Home ETF WFH Stock Holding History

Horan Securities’s Portfolio WFH Stock Details WFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-25	Closed	-$1.23K	–	673
2023 Q2	$1.23K	Buy	+25	New	+$1.14K	﹤0.01%	612
2023 Q1	–	Sell	-72	Closed	-$2.91K	–	833
2022 Q4	$2.91K	Hold	72	–	–	﹤0.01%	517
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	462
2022 Q2	$3K	Hold	72	–	–	﹤0.01%	515
2022 Q1	$5K	Hold	72	–	–	﹤0.01%	388
2021 Q4	$5K	Buy	+72	New	+$5.46K	﹤0.01%	392

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Horan Securities's WFH Position: Q3 2023 in Review

Horan Securities sold out of Direxion Work From Home ETF (WFH) in Q3 2023, closing a stake of 25 shares — an estimated $1.23K sold.

Horan Securities first reported a position in WFH in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 16 funds tracked by Wall St. Rank hold WFH as of Q3 2023.

Horan Securities reported no remaining Direxion Work From Home ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 25 Direxion Work From Home ETF shares in Q3 2023, an estimated $1.23K.
Horan Securities first reported a position in Direxion Work From Home ETF in Q4 2021 and held it in 6 quarters.
Horan Securities's Direxion Work From Home ETF position peaked at $5K in Q1 2022.
16 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.