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IBEX Wealth Advisors’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

IBEX Wealth Advisors’s Portfolio DFEN Stock Details DFEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-750
Closed -$15K – 241
2021
Q3 		$15K Buy
+750
New +$16.5K ﹤0.01% 336

Other funds holding DFEN

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IBEX Wealth Advisors's DFEN Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) in Q4 2021, closing a stake of 750 shares — an estimated $15K sold.

IBEX Wealth Advisors first reported a position in DFEN in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 23 funds tracked by Wall St. Rank hold DFEN as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Direxion Daily Aerospace & Defense Bull 3X ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 750 Direxion Daily Aerospace & Defense Bull 3X ETF shares in Q4 2021, an estimated $15K.
  • IBEX Wealth Advisors first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Direxion Daily Aerospace & Defense Bull 3X ETF position peaked at $15K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.