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Shepherd Wealth Management’s Direxion Daily MSFT Bull 2X ETF MSFU Stock Holding History

Shepherd Wealth Management’s Portfolio MSFU Stock Details MSFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,500
Closed -$242K – 50
2025
Q2 		$242K Buy
+4,500
New +$176K 0.17% 41

Other funds holding MSFU

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TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

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

Shepherd Wealth Management sold out of Direxion Daily MSFT Bull 2X ETF (MSFU) in Q3 2025, closing a stake of 4,500 shares — an estimated $242K sold.

Shepherd Wealth Management first reported a position in MSFU in Q2 2025 and held it in 1 quarter. The position peaked at $242K in Q2 2025. 16 funds tracked by Wall St. Rank hold MSFU as of Q3 2025.

  • Shepherd Wealth Management reported no remaining Direxion Daily MSFT Bull 2X ETF position as of Q3 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 4,500 Direxion Daily MSFT Bull 2X ETF shares in Q3 2025, an estimated $242K.
  • Shepherd Wealth Management first reported a position in Direxion Daily MSFT Bull 2X ETF in Q2 2025 and held it in 1 quarter.
  • Shepherd Wealth Management's Direxion Daily MSFT Bull 2X ETF position peaked at $242K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Direxion Daily MSFT Bull 2X ETF as of Q3 2025.

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