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AE Wealth Management’s Direxion Daily 20+ Year Treasury Bull 3X ETF TMF Stock Holding History

AE Wealth Management’s Portfolio TMF Stock Details TMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-418
Closed -$16.8K – 2554
2025
Q3 		$16.8K Hold
418
– – ﹤0.01% 1924
2025
Q2 		$16.4K Hold
418
– – ﹤0.01% 1802
2025
Q1 		$18.4K Hold
418
– – ﹤0.01% 1762
2024
Q4 		$16.7K Buy
+418
New +$19.9K ﹤0.01% 1763
2022
Q1 		– Sell
-1,018
Closed -$287K – 1812
2021
Q4 		$287K Buy
+1,018
New +$284K ﹤0.01% 1469

Other funds holding TMF

SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

AE Wealth Management's TMF Position: Q4 2025 in Review

AE Wealth Management sold out of Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) in Q4 2025, closing a stake of 418 shares — an estimated $16.8K sold.

AE Wealth Management first reported a position in TMF in Q4 2021 and held it in 5 quarters. The position peaked at $287K in Q4 2021. 52 funds tracked by Wall St. Rank hold TMF as of Q4 2025.

  • AE Wealth Management reported no remaining Direxion Daily 20+ Year Treasury Bull 3X ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 418 Direxion Daily 20+ Year Treasury Bull 3X ETF shares in Q4 2025, an estimated $16.8K.
  • AE Wealth Management first reported a position in Direxion Daily 20+ Year Treasury Bull 3X ETF in Q4 2021 and held it in 5 quarters.
  • AE Wealth Management's Direxion Daily 20+ Year Treasury Bull 3X ETF position peaked at $287K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bull 3X ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.