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

TCI Wealth Advisors’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 Q2	–	Sell	-20	Closed	-$310	–	1954
2023 Q1	$310	Hold	20	–	–	﹤0.01%	2282
2022 Q4	$330	Hold	20	–	–	﹤0.01%	2271
2022 Q3	$0	Hold	20	–	–	﹤0.01%	2561
2022 Q2	$0	Sell	20 -10	-33%	-$159	﹤0.01%	2497
2022 Q1	$0	Sell	30 -10	-25%	-$149	﹤0.01%	2438
2021 Q4	$1K	Sell	40 -10	-20%	-$146	﹤0.01%	2233
2021 Q3	$1K	Buy	50 +10	+25%	+$153	﹤0.01%	2307
2021 Q2	$1K	Sell	40 -10	-20%	-$163	﹤0.01%	2252
2021 Q1	$1K	Buy	50 +20	+67%	+$356	﹤0.01%	2109
2020 Q4	$1K	Sell	30 -20	-40%	-$391	﹤0.01%	1451
2020 Q3	$1K	Buy	50 +20	+67%	+$425	﹤0.01%	1424
2020 Q2	$1K	Buy	+30	New	+$735	﹤0.01%	1349

Other funds holding SPDN

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

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

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

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.25B AUM 12.03% 1-Year Est. Return