Mark Sheptoff Financial Planning’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Mark Sheptoff Financial Planning’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	$801K	Hold	6,000	–	–	0.42%	42
2025 Q4	$1.01M	Hold	6,000	–	–	0.48%	33
2025 Q3	$1.07M	Hold	6,000	–	–	0.51%	32
2025 Q2	$1.01M	Hold	6,000	–	–	0.54%	32
2025 Q1	$949K	Hold	6,000	–	–	0.52%	38
2024 Q4	$906K	Hold	6,000	–	–	0.49%	39
2024 Q3	$779K	Hold	6,000	–	–	0.41%	47
2024 Q2	$606K	Hold	6,000	–	–	0.34%	52
2024 Q1	$673K	Hold	6,000	–	–	0.37%	51
2023 Q4	$496K	Hold	6,000	–	–	0.3%	50
2023 Q3	$353K	Hold	6,000	–	–	0.23%	56
2023 Q2	$381K	Hold	6,000	–	–	0.22%	63
2023 Q1	$346K	Hold	6,000	–	–	0.2%	71
2022 Q4	$441K	Hold	6,000	–	–	0.26%	60
2022 Q3	$325K	Hold	6,000	–	–	0.2%	66
2022 Q2	$379K	Hold	6,000	–	–	0.22%	68
2022 Q1	$705K	Hold	6,000	–	–	0.35%	51
2021 Q4	$784K	Hold	6,000	–	–	0.37%	47
2021 Q3	$694K	Hold	6,000	–	–	0.38%	49
2021 Q2	$656K	Hold	6,000	–	–	0.35%	53
2021 Q1	$545K	Hold	6,000	–	–	0.31%	57
2020 Q4	$365K	Hold	6,000	–	–	0.21%	72
2020 Q3	$203K	Hold	6,000	–	–	0.12%	84
2020 Q2	$188K	Hold	6,000	–	–	0.12%	90
2020 Q1	$141K	Hold	6,000	–	–	0.11%	93
2019 Q4	$568K	Hold	6,000	–	–	0.36%	52
2019 Q3	$466K	Sell	6,000 -353	-6%	-$26.8K	0.31%	54
2019 Q2	$470K	Hold	6,353	–	–	0.32%	59
2019 Q1	$393K	Hold	6,353	–	–	0.28%	65
2018 Q4	$284K	Buy	6,353 +353	+6%	+$20.3K	0.24%	67
2018 Q3	$422K	Hold	6,000	–	–	0.29%	70
2018 Q2	$378K	Sell	6,000 -45,652	-88%	-$2.99M	0.28%	73
2018 Q1	$3.32M	Sell	51,652 -7,050	-12%	-$503K	2.3%	12
2017 Q4	$4.01M	Sell	58,702 -2,448	-4%	-$153K	2.61%	8
2017 Q3	$3.42M	Buy	61,150 +1,400	+2%	+$72.1K	2.3%	12
2017 Q2	$2.95M	Buy	59,750 +6,749	+13%	+$304K	2.03%	13
2017 Q1	$2.35M	Buy	53,001 +22,676	+75%	+$1.01M	1.68%	15
2016 Q4	$1.24M	Buy	30,325 +24,325	+405%	+$840K	0.92%	33
2016 Q3	$175K	Hold	6,000	–	–	0.13%	103
2016 Q2	$153K	Hold	6,000	–	–	0.11%	104
2016 Q1	$149K	Sell	6,000 -11,150	-65%	-$245K	0.12%	100
2015 Q4	$499K	Buy	17,150 +3,000	+21%	+$89.3K	0.4%	62
2015 Q3	$355K	Sell	14,150 -3,630	-20%	-$111K	0.31%	70
2015 Q2	$557K	Buy	17,780 +4,780	+37%	+$153K	0.45%	59
2015 Q1	$397K	Hold	13,000	–	–	0.33%	70
2014 Q4	$413K	Buy	13,000 +6,200	+91%	+$177K	0.37%	67
2014 Q3	$175K	Sell	6,800 -800	-11%	-$20.5K	0.15%	109
2014 Q2	$190K	Buy	7,600 +1,600	+27%	+$37.1K	0.16%	100
2014 Q1	$142K	Buy	+6,000	New	+$133K	0.13%	116

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

Mark Sheptoff Financial Planning's FAS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Direxion Daily Financial Bull 3x ETF (FAS) position steady in Q1 2026 at 6,000 shares worth $801K. The position accounts for 0.42% of the portfolio, ranked #42.

Mark Sheptoff Financial Planning first reported a position in FAS in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.01M in Q4 2017. 72 funds tracked by Wall St. Rank hold FAS as of Q1 2026.

Mark Sheptoff Financial Planning held 6,000 shares of Direxion Daily Financial Bull 3x ETF worth $801K as of Q1 2026.
Mark Sheptoff Financial Planning left its Direxion Daily Financial Bull 3x ETF share count unchanged in Q1 2026.
Direxion Daily Financial Bull 3x ETF made up 0.42% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #42 holding.
Mark Sheptoff Financial Planning first reported a position in Direxion Daily Financial Bull 3x ETF in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Direxion Daily Financial Bull 3x ETF position peaked at $4.01M in Q4 2017.
72 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.