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Direxion Shs Etf Tr shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Direxion Shs Etf Tr (HCMT) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Direxion Shs Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Direxion Shs Etf Tr held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Direxion Shs Etf Tr by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 56k 37.49
2025-06-30 $707k 22k 32.58
2024-12-31 $455k 13k 36.09
2024-09-30 $246k 7.0k 35.25
2024-06-30 $993k 29k 34.05

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding Direxion Shs Etf Tr

Howard Capital Management
CLS Investments
Wealth Watch Advisors
LPL Financial
Discipline Wealth Solutions
Envestnet Asset Management
Foundations Investment Advisors
CPR Investments
Arete Wealth Advisors
Delta Investment Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Optivise Advisory Services
Crosspoint Financial
Gts Securities

View all funds holding Direxion Shs Etf Tr