MWM
FAS icon

Modern Wealth Management’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Modern Wealth Management’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 		– Sell
-14,112
Closed -$2.38M – 906
2025
Q4 		$2.38M Buy
14,112
+12
+0.1% +$1.99K 0.04% 273
2025
Q3 		$2.51M Sell
14,100
-83
-0.6% -$14.2K 0.05% 260
2025
Q2 		$2.39M Buy
+14,183
New +$2.07M 0.06% 246

Other funds holding FAS

TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Modern Wealth Management's FAS Position: Q1 2026 in Review

Modern Wealth Management sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q1 2026, closing a stake of 14,112 shares — an estimated $2.38M sold.

Modern Wealth Management first reported a position in FAS in Q2 2025 and held it in 3 quarters. The position peaked at $2.51M in Q3 2025. 72 funds tracked by Wall St. Rank hold FAS as of Q1 2026.

  • Modern Wealth Management reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 14,112 Direxion Daily Financial Bull 3x ETF shares in Q1 2026, an estimated $2.38M.
  • Modern Wealth Management first reported a position in Direxion Daily Financial Bull 3x ETF in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's Direxion Daily Financial Bull 3x ETF position peaked at $2.51M in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.