Sterling Financial Planning’s Direxion Daily Technology Bull 3x ETF TECL Stock Holding History

Sterling Financial Planning’s Portfolio TECL Stock Details TECL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-85	Closed	-$5K	–	361
2021 Q3	$5K	Hold	85	–	–	﹤0.01%	363
2021 Q2	$5K	Sell	85 -85	-50%	-$4.07K	﹤0.01%	345
2021 Q1	$7K	Hold	170	–	–	0.01%	298
2020 Q4	$7K	Buy	+170	New	+$5.77K	0.01%	283

Other funds holding TECL

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Sterling Financial Planning's TECL Position: Q4 2021 in Review

Sterling Financial Planning sold out of Direxion Daily Technology Bull 3x ETF (TECL) in Q4 2021, closing a stake of 85 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in TECL in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 57 funds tracked by Wall St. Rank hold TECL as of Q4 2021.

Sterling Financial Planning reported no remaining Direxion Daily Technology Bull 3x ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 85 Direxion Daily Technology Bull 3x ETF shares in Q4 2021, an estimated $5K.
Sterling Financial Planning first reported a position in Direxion Daily Technology Bull 3x ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Direxion Daily Technology Bull 3x ETF position peaked at $7K in Q1 2021.
57 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.