MWM
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Modera Wealth Management’s Direxion Daily NVDA Bull 2X ETF NVDU Stock Holding History

Modera Wealth Management’s Portfolio NVDU Stock Details NVDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,000
Closed -$556K – 621
2024
Q2 		$556K Buy
+5,000
New +$400K 0.01% 379

Other funds holding NVDU

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Modera Wealth Management's NVDU Position: Q3 2024 in Review

Modera Wealth Management sold out of Direxion Daily NVDA Bull 2X ETF (NVDU) in Q3 2024, closing a stake of 5,000 shares — an estimated $556K sold.

Modera Wealth Management first reported a position in NVDU in Q2 2024 and held it in 1 quarter. The position peaked at $556K in Q2 2024. 28 funds tracked by Wall St. Rank hold NVDU as of Q3 2024.

  • Modera Wealth Management reported no remaining Direxion Daily NVDA Bull 2X ETF position as of Q3 2024 after selling out during the quarter.
  • Modera Wealth Management sold 5,000 Direxion Daily NVDA Bull 2X ETF shares in Q3 2024, an estimated $556K.
  • Modera Wealth Management first reported a position in Direxion Daily NVDA Bull 2X ETF in Q2 2024 and held it in 1 quarter.
  • Modera Wealth Management's Direxion Daily NVDA Bull 2X ETF position peaked at $556K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Direxion Daily NVDA Bull 2X ETF as of Q3 2024.

Based on Modera Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.