Sugarloaf Wealth Management’s Direxion Daily Technology Bull 3x ETF TECL Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$14.8K	Hold	163	–	–	﹤0.01%	444
2024 Q3	$14.3K	Hold	163	–	–	﹤0.01%	460
2024 Q2	$15.9K	Hold	163	–	–	﹤0.01%	432
2024 Q1	$13.1K	Hold	163	–	–	﹤0.01%	459
2023 Q4	$10.9K	Hold	163	–	–	﹤0.01%	481
2023 Q3	$7K	Hold	163	–	–	﹤0.01%	505
2023 Q2	$8.78K	Sell	163 -99	-38%	-$4.12K	﹤0.01%	490
2023 Q1	$9.76K	Sell	262 -707	-73%	-$20.5K	﹤0.01%	479
2022 Q4	$21.4K	Buy	969 +1	+0.1%	+$25	0.01%	399
2022 Q3	$21K	Sell	968 -400	-29%	-$13.6K	0.01%	420
2022 Q2	$38K	Buy	1,368 +1	+0.1%	+$40	0.01%	330
2022 Q1	$84K	Sell	1,367 -1	-0.1%	-$62	0.02%	212
2021 Q4	$118K	Sell	1,368 -45	-3%	-$3.38K	0.03%	181
2021 Q3	$80K	Hold	1,413	–	–	0.02%	216
2021 Q2	$79K	Sell	1,413 -99	-7%	-$4.74K	0.02%	217
2021 Q1	$62	Sell	1,512 -198	-12%	-$8.23K	0.02%	244
2020 Q4	$70K	Buy	1,710 +10	+0.6%	+$339	0.02%	216
2020 Q3	$52K	Sell	1,700 -200	-11%	-$5.77K	0.02%	234
2020 Q2	$44K	Hold	1,900	–	–	0.02%	255
2020 Q1	$22K	Sell	1,900 -200	-10%	-$4.66K	0.01%	318
2019 Q4	$51K	Buy	+2,100	New	+$41.7K	0.02%	243

Other funds holding TECL

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Direxion Daily Technology Bull 3x ETF (TECL) position steady in Q4 2024 at 163 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Sugarloaf Wealth Management first reported a position in TECL in Q4 2019 and has held it in 21 quarters since. The position peaked at $118K in Q4 2021. 79 funds tracked by Wall St. Rank hold TECL as of Q4 2024.

Sugarloaf Wealth Management held 163 shares of Direxion Daily Technology Bull 3x ETF worth $14.8K as of Q4 2024.
Sugarloaf Wealth Management left its Direxion Daily Technology Bull 3x ETF share count unchanged in Q4 2024.
Direxion Daily Technology Bull 3x ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #444 holding.
Sugarloaf Wealth Management first reported a position in Direxion Daily Technology Bull 3x ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Direxion Daily Technology Bull 3x ETF position peaked at $118K in Q4 2021.
79 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q4 2024.

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