SHF
BRKU

Safe Harbor Fiduciary’s Direxion Daily BRKB Bull 2X ETF BRKU Stock Holding History

Safe Harbor Fiduciary’s Portfolio BRKU Stock Details BRKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,020
Closed -$25.4K – 223
2025
Q4 		$25.4K Buy
+1,020
New +$25.4K 0.02% 122

Other funds holding BRKU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Safe Harbor Fiduciary's BRKU Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Direxion Daily BRKB Bull 2X ETF (BRKU) in Q1 2026, closing a stake of 1,020 shares — an estimated $25.4K sold.

Safe Harbor Fiduciary first reported a position in BRKU in Q4 2025 and held it in 1 quarter. The position peaked at $25.4K in Q4 2025. 5 funds tracked by Wall St. Rank hold BRKU as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Direxion Daily BRKB Bull 2X ETF position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 1,020 Direxion Daily BRKB Bull 2X ETF shares in Q1 2026, an estimated $25.4K.
  • Safe Harbor Fiduciary first reported a position in Direxion Daily BRKB Bull 2X ETF in Q4 2025 and held it in 1 quarter.
  • Safe Harbor Fiduciary's Direxion Daily BRKB Bull 2X ETF position peaked at $25.4K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Direxion Daily BRKB Bull 2X ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.