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TRUE Private Wealth Advisors’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

TRUE Private Wealth Advisors’s Portfolio DFEN Stock Details DFEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$731K Sell
9,153
-316
-3% -$21.7K 0.06% 150
2026
Q1 		$598K Buy
9,469
+352
+4% +$28.3K 0.06% 146
2025
Q4 		$582K Buy
9,117
+683
+8% +$44.9K 0.06% 143
2025
Q3 		$580K Buy
8,434
+406
+5% +$23.6K 0.06% 142
2025
Q2 		$416K Buy
8,028
+1,128
+16% +$41.6K 0.05% 170
2025
Q1 		$212K Sell
6,900
-1,142
-14% -$35.7K 0.03% 225
2024
Q4 		$221K Buy
8,042
+1,625
+25% +$56.4K 0.03% 214
2024
Q3 		$229K Buy
+6,417
New +$196K 0.03% 196
2021
Q1 		– Sell
-100
Closed -$1K – 344
2020
Q4 		$1K Buy
+100
New +$1.4K ﹤0.01% 694
2020
Q3 		– Sell
-15,565
Closed -$191K – 700
2020
Q2 		$191K Buy
15,565
+4,855
+45% +$58.4K 0.03% 179
2020
Q1 		$106K Buy
10,710
+3,516
+49% +$169K 0.02% 201
2019
Q4 		$414K Buy
7,194
+486
+7% +$28.7K 0.06% 144
2019
Q3 		$402K Buy
6,708
+4
+0.1% +$223 0.07% 137
2019
Q2 		$356K Sell
6,704
-190
-3% -$9.27K 0.06% 142
2019
Q1 		$305K Buy
6,894
+117
+2% +$4.95K 0.06% 149
2018
Q4 		$201K Buy
6,777
+306
+5% +$13.3K 0.04% 223
2018
Q3 		$405K Buy
6,471
+601
+10% +$32.3K 0.06% 192
2018
Q2 		$261K Buy
5,870
+505
+9% +$24.8K 0.04% 228
2018
Q1 		$266K Buy
+5,365
New +$273K 0.05% 195

Other funds holding DFEN

TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

TRUE Private Wealth Advisors's DFEN Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) stake by 3.3% in Q2 2026, selling an estimated $21.7K and leaving 9,153 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #150.

TRUE Private Wealth Advisors first reported a position in DFEN in Q1 2018 and has held it in 19 quarters since. 11 funds tracked by Wall St. Rank hold DFEN as of Q2 2026.

  • TRUE Private Wealth Advisors held 9,153 shares of Direxion Daily Aerospace & Defense Bull 3X ETF worth $731K as of Q2 2026.
  • TRUE Private Wealth Advisors sold 316 Direxion Daily Aerospace & Defense Bull 3X ETF shares in Q2 2026, an estimated $21.7K.
  • Direxion Daily Aerospace & Defense Bull 3X ETF made up 0.06% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • TRUE Private Wealth Advisors first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q1 2018 and has held it in 19 quarters since.
  • 11 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.