Jeppson Wealth Management’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Jeppson Wealth Management’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
2022 Q2	–	Sell	-11,250	Closed	-$163K	–	198
2022 Q1	$163K	Sell	11,250 -1,000	-8%	-$14.9K	0.08%	167
2021 Q4	$172K	Buy	12,250 +500	+4%	+$7.32K	0.08%	153
2021 Q3	$184K	Sell	11,750 -1,200	-9%	-$18.4K	0.1%	150
2021 Q2	$204K	Buy	12,950 +750	+6%	+$12.2K	0.11%	144
2021 Q1	$210K	Buy	+12,200	New	+$217K	0.12%	131
2020 Q4	–	Sell	-7,500	Closed	-$156K	–	394
2020 Q3	$156K	Buy	+7,500	New	+$159K	0.12%	132

Other funds holding SPDN

NHFG

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

SAM

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

BAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.25B AUM 12.03% 1-Year Est. Return

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

Jeppson Wealth Management's SPDN Position: Q2 2022 in Review

Jeppson Wealth Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2022, closing a stake of 11,250 shares — an estimated $163K sold.

Jeppson Wealth Management first reported a position in SPDN in Q3 2020 and held it in 6 quarters. The position peaked at $210K in Q1 2021. 52 funds tracked by Wall St. Rank hold SPDN as of Q2 2022.

Jeppson Wealth Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q2 2022 after selling out during the quarter.
Jeppson Wealth Management sold 11,250 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2022, an estimated $163K.
Jeppson Wealth Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q3 2020 and held it in 6 quarters.
Jeppson Wealth Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $210K in Q1 2021.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2022.

Based on Jeppson Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.