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

BCM

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

AIA

Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

MAM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IFP Advisors's SPDN Position: Q1 2023 in Review

IFP Advisors sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2023, closing a stake of 4,916 shares — an estimated $146K sold.

IFP Advisors first reported a position in SPDN in Q3 2019 and held it in 6 quarters. The position peaked at $146K in Q4 2022. 44 funds tracked by Wall St. Rank hold SPDN as of Q1 2023.

IFP Advisors reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 4,916 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2023, an estimated $146K.
IFP Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q3 2019 and held it in 6 quarters.
IFP Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $146K in Q4 2022.
44 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.