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Showing 7 of 12 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in DIREXION SHARES ETF TRUST

Current Value

$8.2M

Current Shares

35,380

Total Value Change

+$3.6M

Total Shares Change

-17,016

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
35,380
-16.1%
$8.2M0.0%$230.76
0
2026-Q1
Increased
42,142
+0.1%
$3.6M0.0%$98.14
26
2025-Q4
Decreased
42,105
-7.0%
$4.9M0.0%$121.18
0
2025-Q2
Unchanged
45,276
0.0%
$4.2M0.0%$85.59
0
2025-Q1
Unchanged
45,276
0.0%
$2.7M0.0%$54.87
0
2024-Q4
Decreased
45,276
-13.6%
$4.1M0.0%$87.08
0
2024-Q3
Increased
52,396
+2.1%
$4.6M0.0%$81.19
27

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