IFP Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

IFP Advisors’s Portfolio SPDN Stock Details SPDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,916	Closed	-$146K	–	4300
2022 Q4	$146K	Hold	4,916	–	–	﹤0.01%	1526
2022 Q3	$146K	Buy	4,916 +2,463	+100%	+$39.9K	﹤0.01%	1606
2022 Q2	$73K	Hold	2,453	–	–	﹤0.01%	1901
2022 Q1	$73K	Buy	+2,453	New	+$36.6K	﹤0.01%	1901
2020 Q1	–	Sell	-400	Closed	-$10K	–	2984
2019 Q4	$10K	Sell	400 -500	-56%	-$12.8K	﹤0.01%	1927
2019 Q3	$24K	Buy	+900	New	+$24.2K	﹤0.01%	1691

Other funds holding SPDN

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return