Vista Finance’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Vista Finance’s Portfolio SPDN Stock Details SPDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-42,093	Closed	-$471K	–	59
2024 Q3	$471K	Sell	42,093 -32,749	-44%	-$383K	0.64%	20
2024 Q2	$881K	Sell	74,842 -68,988	-48%	-$848K	1.35%	15
2024 Q1	$1.75M	Sell	143,830 -99,635	-41%	-$1.28M	4.39%	9
2023 Q4	$3.24M	Buy	243,465 +116,064	+91%	+$1.66M	6.92%	5
2023 Q3	$1.89M	Buy	127,401 +31,086	+32%	+$446K	2.76%	10
2023 Q2	$1.37M	Buy	96,315 +8,013	+9%	+$122K	2.15%	11
2023 Q1	$1.37M	Buy	88,302 +10,680	+14%	+$170K	1.94%	11
2022 Q4	$1.28M	Buy	+77,622	New	+$1.29M	1.8%	11

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $237M AUM 42.87% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return