Wealthspire Advisors (Maryland)’s Direxion Daily Technology Bull 3x ETF TECL Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-18,310	Closed	-$306K	–	2561
2018 Q3	$306K	Sell	18,310 -6,100	-25%	-$94.7K	0.03%	354
2018 Q2	$325K	Buy	24,410 +50	+0.2%	+$650	0.03%	335
2018 Q1	$279K	Hold	24,360	–	–	0.03%	377
2017 Q4	$273K	Sell	24,360 -103,800	-81%	-$1.11M	0.03%	392
2017 Q3	$1.15M	Buy	+128,160	New	+$1.07M	0.13%	119

Other funds holding TECL

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

TCM

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

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

Wealthspire Advisors (Maryland)'s TECL Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Direxion Daily Technology Bull 3x ETF (TECL) in Q4 2018, closing a stake of 18,310 shares — an estimated $306K sold.

Wealthspire Advisors (Maryland) first reported a position in TECL in Q3 2017 and held it in 5 quarters. The position peaked at $1.15M in Q3 2017. 28 funds tracked by Wall St. Rank hold TECL as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Direxion Daily Technology Bull 3x ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 18,310 Direxion Daily Technology Bull 3x ETF shares in Q4 2018, an estimated $306K.
Wealthspire Advisors (Maryland) first reported a position in Direxion Daily Technology Bull 3x ETF in Q3 2017 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Direxion Daily Technology Bull 3x ETF position peaked at $1.15M in Q3 2017.
28 funds tracked by Wall St. Rank held Direxion Daily Technology Bull 3x ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.