Ownership history in IFP Advisors, Inc · 8 quarters on record
This page tracks every 13F SEC filing in which IFP Advisors, Inc reported a position in DIREXION SHS ETF TR (UTSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 175 | +75 | +75.0% | 0.00% | $7K | $40.54 |
| 2025 Q3 | ADDED | 100 | +25 | +33.3% | 0.00% | $4K | $43.88 |
| 2025 Q2 | ADDED | 75 | +45 | +150.0% | 0.00% | $3K | $36.75 |
| 2025 Q1 | UNCHANGED | 30 | — | 0% | 0.00% | $1K | $34.41 |
| 2024 Q4 | REDUCED | 30 | -720 | -96.0% | 0.00% | $1K | $31.42 |
| 2023 Q1 | REDUCED | 750 | -850 | -53.1% | 0.00% | $17K | $27.01 |
| 2022 Q4 | REDUCED | 1,600 | -500 | -23.8% | 0.00% | $37K | $31.61 |
| 2022 Q3 | INITIATED | 2,100 | — | — | 0.00% | $48K | $26.65 |
As of 2025 Q4 — sorted by position size