Venturi Wealth Management’s Direxion Daily Technology Bull 3x ETF TECL Stock Holding History

Venturi Wealth Management’s Portfolio TECL Stock Details TECL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-61	Closed	-$5.34K	–	2049
2024 Q3	$5.34K	Buy	61 +2	+3%	+$169	﹤0.01%	1380
2024 Q2	$5.75K	Sell	59 -60	-50%	-$4.85K	﹤0.01%	1203
2024 Q1	$9.54K	Sell	119 -9	-7%	-$678	﹤0.01%	944
2023 Q4	$8.54K	Sell	128 -30	-19%	-$1.63K	﹤0.01%	906
2023 Q3	$6.81K	Buy	158 +70	+80%	+$3.55K	﹤0.01%	887
2023 Q2	$4.75K	Buy	88 +33	+60%	+$1.37K	﹤0.01%	767
2023 Q1	$2.04K	Buy	+55	New	+$1.6K	﹤0.01%	1008

Other funds holding TECL

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Venturi Wealth Management's TECL Position: Q4 2024 in Review

Venturi Wealth Management sold out of Direxion Daily Technology Bull 3x ETF (TECL) in Q4 2024, closing a stake of 61 shares — an estimated $5.34K sold.

Venturi Wealth Management first reported a position in TECL in Q1 2023 and held it in 7 quarters. The position peaked at $9.54K in Q1 2024. 79 funds tracked by Wall St. Rank hold TECL as of Q4 2024.

Venturi Wealth Management reported no remaining Direxion Daily Technology Bull 3x ETF position as of Q4 2024 after selling out during the quarter.
Venturi Wealth Management sold 61 Direxion Daily Technology Bull 3x ETF shares in Q4 2024, an estimated $5.34K.
Venturi Wealth Management first reported a position in Direxion Daily Technology Bull 3x ETF in Q1 2023 and held it in 7 quarters.
Venturi Wealth Management's Direxion Daily Technology Bull 3x ETF position peaked at $9.54K in Q1 2024.
79 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.