Stratos Wealth Partners’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Stratos Wealth Partners’s Portfolio SPDN Stock Details SPDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-167,905	Closed	-$2.77M	–	1206
2022 Q4	$2.77M	Sell	167,905 -3,500	-2%	-$58K	0.07%	277
2022 Q3	$3.06M	Buy	171,405 +6,533	+4%	+$106K	0.09%	230
2022 Q2	$2.81M	Buy	164,872 +3,217	+2%	+$51.3K	0.07%	255
2022 Q1	$2.35M	Buy	+161,655	New	+$2.41M	0.05%	323

Other funds holding SPDN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AIA

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stratos Wealth Partners's SPDN Position: Q1 2023 in Review

Stratos Wealth Partners sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2023, closing a stake of 167,905 shares — an estimated $2.77M sold.

Stratos Wealth Partners first reported a position in SPDN in Q1 2022 and held it in 4 quarters. The position peaked at $3.06M in Q3 2022. 44 funds tracked by Wall St. Rank hold SPDN as of Q1 2023.

Stratos Wealth Partners reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2023 after selling out during the quarter.
Stratos Wealth Partners sold 167,905 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2023, an estimated $2.77M.
Stratos Wealth Partners first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2022 and held it in 4 quarters.
Stratos Wealth Partners's Direxion Daily S&P 500 Bear 1X ETF position peaked at $3.06M in Q3 2022.
44 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2023.

Based on Stratos Wealth Partners's 13F filing for Q1 2023, filed 27 Apr 2023.