LWA
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Lenox Wealth Advisors’s Direxion Daily Regional Banks Bull 3X ETF DPST Stock Holding History

Lenox Wealth Advisors’s Portfolio DPST Stock Details DPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-38
Closed -$5K – 583
2020
Q2 		$5K Buy
+38
New +$4.78K ﹤0.01% 428

Other funds holding DPST

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

Lenox Wealth Advisors's DPST Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Direxion Daily Regional Banks Bull 3X ETF (DPST) in Q3 2020, closing a stake of 38 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in DPST in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 10 funds tracked by Wall St. Rank hold DPST as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Direxion Daily Regional Banks Bull 3X ETF position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 38 Direxion Daily Regional Banks Bull 3X ETF shares in Q3 2020, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Direxion Daily Regional Banks Bull 3X ETF in Q2 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Direxion Daily Regional Banks Bull 3X ETF position peaked at $5K in Q2 2020.
  • 10 funds tracked by Wall St. Rank held Direxion Daily Regional Banks Bull 3X ETF as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.