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Sugarloaf Wealth Management’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Sugarloaf Wealth Management’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$26.4K Buy
175
+1
+0.6% +$154 0.01% 375
2024
Q3 		$22.6K Hold
174
– – ﹤0.01% 397
2024
Q2 		$17.5K Hold
174
– – ﹤0.01% 415
2024
Q1 		$19.5K Buy
174
+1
+0.6% +$94 ﹤0.01% 405
2023
Q4 		$14.3K Buy
173
+1
+0.6% +$66 ﹤0.01% 444
2023
Q3 		$10.1K Buy
172
+1
+0.6% +$67 ﹤0.01% 463
2023
Q2 		$10.9K Buy
171
+2
+1% +$118 ﹤0.01% 464
2023
Q1 		$9.78K Hold
169
– – ﹤0.01% 478
2022
Q4 		$12.4K Hold
169
– – ﹤0.01% 471
2022
Q3 		$10K Buy
169
+1
+0.6% +$72 ﹤0.01% 520
2022
Q2 		$11K Buy
168
+1
+0.6% +$85 ﹤0.01% 507
2022
Q1 		$20K Sell
167
-1
-0.6% -$126 ﹤0.01% 407
2021
Q4 		$22K Sell
168
-29
-15% -$3.89K 0.01% 409
2021
Q3 		$23K Hold
197
– – 0.01% 398
2021
Q2 		$21K Sell
197
-49
-20% -$5.4K 0.01% 404
2021
Q1 		$22 Hold
246
– – 0.01% 385
2020
Q4 		$15K Hold
246
– – 0.01% 429
2020
Q3 		$8K Buy
246
+1
+0.4% +$36 ﹤0.01% 476
2020
Q2 		$8K Hold
245
– – ﹤0.01% 468
2020
Q1 		$6K Buy
245
+1
+0.4% +$76 ﹤0.01% 487
2019
Q4 		$23K Buy
+244
New +$20.6K 0.01% 351

Other funds holding FAS

QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Sugarloaf Wealth Management's FAS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Direxion Daily Financial Bull 3x ETF (FAS) stake by 0.57% in Q4 2024, buying an estimated $154 and bringing the position to 175 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #375.

Sugarloaf Wealth Management first reported a position in FAS in Q4 2019 and has held it in 21 quarters since. 78 funds tracked by Wall St. Rank hold FAS as of Q4 2024.

  • Sugarloaf Wealth Management held 175 shares of Direxion Daily Financial Bull 3x ETF worth $26.4K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 Direxion Daily Financial Bull 3x ETF share in Q4 2024, an estimated $154.
  • Direxion Daily Financial Bull 3x ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #375 holding.
  • Sugarloaf Wealth Management first reported a position in Direxion Daily Financial Bull 3x ETF in Q4 2019 and has held it in 21 quarters since.
  • 78 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.