Independent Solutions Wealth Management’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Independent Solutions Wealth Management’s Portfolio FAS Stock Details FAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$278K	Hold	2,342	–	–	0.04%	166
2025 Q4	$394K	Hold	2,342	–	–	0.07%	135
2025 Q3	$417K	Hold	2,342	–	–	0.07%	133
2025 Q2	$395K	Hold	2,342	–	–	0.08%	135
2025 Q1	$370K	Hold	2,342	–	–	0.08%	137
2024 Q4	$354K	Hold	2,342	–	–	0.08%	133
2024 Q3	$304K	Hold	2,342	–	–	0.07%	140
2024 Q2	$237K	Hold	2,342	–	–	0.05%	155
2024 Q1	$263K	Buy	+2,342	New	+$220K	0.06%	153
2022 Q2	–	Sell	-2,342	Closed	-$275K	–	232
2022 Q1	$275K	Hold	2,342	–	–	0.06%	186
2021 Q4	$306K	Sell	2,342 -564	-19%	-$75.6K	0.07%	176
2021 Q3	$336K	Hold	2,906	–	–	0.08%	170
2021 Q2	$318K	Hold	2,906	–	–	0.08%	174
2021 Q1	$264K	Buy	+2,906	New	+$225K	0.07%	162
2020 Q1	–	Sell	-3,126	Closed	-$296K	–	136
2019 Q4	$296K	Buy	+3,126	New	+$264K	0.13%	126

Other funds holding FAS

TGIA

Torrey Growth & Income Advisors Del Mar, California $239M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Independent Solutions Wealth Management's FAS Position: Q1 2026 in Review

Independent Solutions Wealth Management held its Direxion Daily Financial Bull 3x ETF (FAS) position steady in Q1 2026 at 2,342 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #166.

Independent Solutions Wealth Management first reported a position in FAS in Q4 2019 and has held it in 15 quarters since. The position peaked at $417K in Q3 2025. 72 funds tracked by Wall St. Rank hold FAS as of Q1 2026.

Independent Solutions Wealth Management held 2,342 shares of Direxion Daily Financial Bull 3x ETF worth $278K as of Q1 2026.
Independent Solutions Wealth Management left its Direxion Daily Financial Bull 3x ETF share count unchanged in Q1 2026.
Direxion Daily Financial Bull 3x ETF made up 0.04% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #166 holding.
Independent Solutions Wealth Management first reported a position in Direxion Daily Financial Bull 3x ETF in Q4 2019 and has held it in 15 quarters since.
Independent Solutions Wealth Management's Direxion Daily Financial Bull 3x ETF position peaked at $417K in Q3 2025.
72 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.