IA
WFH

IFP Advisors’s Direxion Work From Home ETF WFH Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-177
Closed -$7.44K – 4512
2022
Q3 		$9K Buy
177
+1
+0.6% +$48 ﹤0.01% 3739
2022
Q2 		$9K Hold
176
– – ﹤0.01% 3492
2022
Q1 		$9K Hold
176
– – ﹤0.01% 3492
2021
Q4 		$13K Buy
176
+1
+0.6% +$76 ﹤0.01% 2136
2021
Q3 		$13K Buy
+175
New +$13.4K ﹤0.01% 2181
2020
Q4 		– Sell
-140
Closed -$8.42K – 3113
2020
Q3 		$8K Buy
+140
New +$7.49K ﹤0.01% 2007

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's WFH Position: Q4 2022 in Review

IFP Advisors sold out of Direxion Work From Home ETF (WFH) in Q4 2022, closing a stake of 177 shares — an estimated $7.44K sold.

IFP Advisors first reported a position in WFH in Q3 2020 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 26 funds tracked by Wall St. Rank hold WFH as of Q4 2022.

  • IFP Advisors reported no remaining Direxion Work From Home ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 177 Direxion Work From Home ETF shares in Q4 2022, an estimated $7.44K.
  • IFP Advisors first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 6 quarters.
  • IFP Advisors's Direxion Work From Home ETF position peaked at $13K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.