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Venturi Wealth Management’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

Venturi Wealth Management’s Portfolio MIDU Stock Details MIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-66
Closed -$2.24K – 1403
2023
Q3 		$2.24K Hold
66
– – ﹤0.01% 1146
2023
Q2 		$2.67K Buy
+66
New +$2.35K ﹤0.01% 864

Other funds holding MIDU

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Venturi Wealth Management's MIDU Position: Q4 2023 in Review

Venturi Wealth Management sold out of Direxion Daily Mid Cap Bull 3X ETF (MIDU) in Q4 2023, closing a stake of 66 shares — an estimated $2.24K sold.

Venturi Wealth Management first reported a position in MIDU in Q2 2023 and held it in 2 quarters. The position peaked at $2.67K in Q2 2023. 13 funds tracked by Wall St. Rank hold MIDU as of Q4 2023.

  • Venturi Wealth Management reported no remaining Direxion Daily Mid Cap Bull 3X ETF position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 66 Direxion Daily Mid Cap Bull 3X ETF shares in Q4 2023, an estimated $2.24K.
  • Venturi Wealth Management first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q2 2023 and held it in 2 quarters.
  • Venturi Wealth Management's Direxion Daily Mid Cap Bull 3X ETF position peaked at $2.67K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.