TRUE Private Wealth Advisors
DFEN icon

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
Q3 		$217K Sell
4,602
-4,551
-50% -$318K 0.02% 264
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

Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TRUE Private Wealth Advisors's DFEN Position: Q3 2026 in Review

TRUE Private Wealth Advisors reduced its Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) stake by 50% in Q3 2026, selling an estimated $318K and leaving 4,602 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #264.

TRUE Private Wealth Advisors first reported a position in DFEN in Q1 2018 and has held it in 20 quarters since. The position peaked at $731K in Q2 2026. 8 funds tracked by Wall St. Rank hold DFEN as of Q3 2026.

  • TRUE Private Wealth Advisors held 4,602 shares of Direxion Daily Aerospace & Defense Bull 3X ETF worth $217K as of Q3 2026.
  • TRUE Private Wealth Advisors sold 4,551 Direxion Daily Aerospace & Defense Bull 3X ETF shares in Q3 2026, an estimated $318K.
  • Direxion Daily Aerospace & Defense Bull 3X ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #264 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 20 quarters since.
  • TRUE Private Wealth Advisors's Direxion Daily Aerospace & Defense Bull 3X ETF position peaked at $731K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.