Retirement Planning Company of New England’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

Retirement Planning Company of New England’s Portfolio MIDU Stock Details MIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,375	Closed	-$414K	–	218
2024 Q1	$414K	Buy	+7,375	New	+$341K	0.23%	131
2023 Q3	–	Sell	-7,188	Closed	-$291K	–	222
2023 Q2	$291K	Buy	7,188 +172	+2%	+$6.13K	0.17%	159
2023 Q1	$260K	Buy	7,016 +273	+4%	+$11K	0.16%	172
2022 Q4	$238K	Buy	+6,743	New	+$243K	0.16%	178
2022 Q3	–	Sell	-6,278	Closed	-$200K	–	213
2022 Q2	$200K	Buy	6,278 +303	+5%	+$13.2K	0.14%	199
2022 Q1	$340K	Buy	5,975 +695	+13%	+$39.5K	0.19%	148
2021 Q4	$367K	Buy	+5,280	New	+$353K	0.18%	139

Other funds holding MIDU

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

GGV

GG Group Ventures Orlando, Florida $75.8M AUM

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Retirement Planning Company of New England's MIDU Position: Q2 2024 in Review

Retirement Planning Company of New England sold out of Direxion Daily Mid Cap Bull 3X ETF (MIDU) in Q2 2024, closing a stake of 7,375 shares — an estimated $414K sold.

Retirement Planning Company of New England first reported a position in MIDU in Q4 2021 and held it in 7 quarters. The position peaked at $414K in Q1 2024. 15 funds tracked by Wall St. Rank hold MIDU as of Q2 2024.

Retirement Planning Company of New England reported no remaining Direxion Daily Mid Cap Bull 3X ETF position as of Q2 2024 after selling out during the quarter.
Retirement Planning Company of New England sold 7,375 Direxion Daily Mid Cap Bull 3X ETF shares in Q2 2024, an estimated $414K.
Retirement Planning Company of New England first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q4 2021 and held it in 7 quarters.
Retirement Planning Company of New England's Direxion Daily Mid Cap Bull 3X ETF position peaked at $414K in Q1 2024.
15 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q2 2024.

Based on Retirement Planning Company of New England's 13F filing for Q2 2024, filed 8 Aug 2024.