Mount Yale Investment Advisors’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-918	Closed	-$155K	–	985
2025 Q2	$155K	Buy	+918	New	+$134K	0.01%	586
2022 Q2	–	Sell	-1,880	Closed	-$221K	–	470
2022 Q1	$221K	Hold	1,880	–	–	0.02%	430
2021 Q4	$246K	Buy	+1,880	New	+$252K	0.03%	413

Other funds holding FAS

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TGIA

Torrey Growth & Income Advisors Del Mar, California $239M AUM

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Mount Yale Investment Advisors's FAS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q3 2025, closing a stake of 918 shares — an estimated $155K sold.

Mount Yale Investment Advisors first reported a position in FAS in Q4 2021 and held it in 3 quarters. The position peaked at $246K in Q4 2021. 83 funds tracked by Wall St. Rank hold FAS as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 918 Direxion Daily Financial Bull 3x ETF shares in Q3 2025, an estimated $155K.
Mount Yale Investment Advisors first reported a position in Direxion Daily Financial Bull 3x ETF in Q4 2021 and held it in 3 quarters.
Mount Yale Investment Advisors's Direxion Daily Financial Bull 3x ETF position peaked at $246K in Q4 2021.
83 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.