LFAS
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Level Four Advisory Services’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Level Four Advisory Services’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
2024
Q3 		– Sell
-12,151
Closed -$143K – 804
2024
Q2 		$143K Buy
+12,151
New +$149K 0.01% 715

Other funds holding SPDN

KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Level Four Advisory Services's SPDN Position: Q3 2024 in Review

Level Four Advisory Services sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2024, closing a stake of 12,151 shares — an estimated $143K sold.

Level Four Advisory Services first reported a position in SPDN in Q2 2024 and held it in 1 quarter. The position peaked at $143K in Q2 2024. 36 funds tracked by Wall St. Rank hold SPDN as of Q3 2024.

  • Level Four Advisory Services reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 12,151 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2024, an estimated $143K.
  • Level Four Advisory Services first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2024 and held it in 1 quarter.
  • Level Four Advisory Services's Direxion Daily S&P 500 Bear 1X ETF position peaked at $143K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.