Toth Financial Advisory’s Direxion Daily Utilities Bull 3X ETF UTSL Stock Holding History

Toth Financial Advisory’s Portfolio UTSL Stock Details UTSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-215	Closed	-$3.84K	–	797
2023 Q3	$3.84K	Buy	+215	New	+$5.09K	﹤0.01%	566

Other funds holding UTSL

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Toth Financial Advisory's UTSL Position: Q4 2023 in Review

Toth Financial Advisory sold out of Direxion Daily Utilities Bull 3X ETF (UTSL) in Q4 2023, closing a stake of 215 shares — an estimated $3.84K sold.

Toth Financial Advisory first reported a position in UTSL in Q3 2023 and held it in 1 quarter. The position peaked at $3.84K in Q3 2023. 7 funds tracked by Wall St. Rank hold UTSL as of Q4 2023.

Toth Financial Advisory reported no remaining Direxion Daily Utilities Bull 3X ETF position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 215 Direxion Daily Utilities Bull 3X ETF shares in Q4 2023, an estimated $3.84K.
Toth Financial Advisory first reported a position in Direxion Daily Utilities Bull 3X ETF in Q3 2023 and held it in 1 quarter.
Toth Financial Advisory's Direxion Daily Utilities Bull 3X ETF position peaked at $3.84K in Q3 2023.
7 funds tracked by Wall St. Rank held Direxion Daily Utilities Bull 3X ETF as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.