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IBEX Wealth Advisors’s Direxion Daily Retail Bull 3X ETF RETL Stock Holding History

IBEX Wealth Advisors’s Portfolio RETL Stock Details RETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-720
Closed -$27K – 374
2021
Q3 		$27K Buy
+720
New +$31.9K 0.01% 302

Other funds holding RETL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Direxion Daily Retail Bull 3X ETF (RETL) in Q4 2021, closing a stake of 720 shares — an estimated $27K sold.

IBEX Wealth Advisors first reported a position in RETL in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 13 funds tracked by Wall St. Rank hold RETL as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Direxion Daily Retail Bull 3X ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 720 Direxion Daily Retail Bull 3X ETF shares in Q4 2021, an estimated $27K.
  • IBEX Wealth Advisors first reported a position in Direxion Daily Retail Bull 3X ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Direxion Daily Retail Bull 3X ETF position peaked at $27K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Direxion Daily Retail Bull 3X ETF as of Q4 2021.

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