SWM
METU

Shepherd Wealth Management’s Direxion Daily META Bull 2X ETF METU Stock Holding History

Shepherd Wealth Management’s Portfolio METU Stock Details METU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,300
Closed -$345K – 55
2025
Q2 		$345K Buy
+7,300
New +$242K 0.24% 30

Other funds holding METU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Shepherd Wealth Management's METU Position: Q3 2025 in Review

Shepherd Wealth Management sold out of Direxion Daily META Bull 2X ETF (METU) in Q3 2025, closing a stake of 7,300 shares — an estimated $345K sold.

Shepherd Wealth Management first reported a position in METU in Q2 2025 and held it in 1 quarter. The position peaked at $345K in Q2 2025. 8 funds tracked by Wall St. Rank hold METU as of Q3 2025.

  • Shepherd Wealth Management reported no remaining Direxion Daily META Bull 2X ETF position as of Q3 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 7,300 Direxion Daily META Bull 2X ETF shares in Q3 2025, an estimated $345K.
  • Shepherd Wealth Management first reported a position in Direxion Daily META Bull 2X ETF in Q2 2025 and held it in 1 quarter.
  • Shepherd Wealth Management's Direxion Daily META Bull 2X ETF position peaked at $345K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Direxion Daily META Bull 2X ETF as of Q3 2025.

Based on Shepherd Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.