Allworth Financial’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Allworth Financial’s Portfolio TZA Stock Details TZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$411	Buy	+6	New	+$390	﹤0.01%	4781
2025 Q4	–	Sell	-6	Closed	-$474	–	5287
2025 Q3	$474	Hold	6	–	–	﹤0.01%	4446
2025 Q2	$677	Hold	6	–	–	﹤0.01%	4062
2025 Q1	$950	Hold	6	–	–	﹤0.01%	3485
2024 Q4	$662	Hold	6	–	–	﹤0.01%	3527
2024 Q3	$747	Hold	6	–	–	﹤0.01%	3323
2024 Q2	$830	Hold	6	–	–	﹤0.01%	3232
2024 Q1	$917	Buy	6 +1	+20%	+$202	﹤0.01%	3107
2023 Q4	$1.08K	Hold	5	–	–	﹤0.01%	2924
2023 Q3	$1.66K	Hold	5	–	–	﹤0.01%	2629
2023 Q2	$1.4K	Hold	5	–	–	﹤0.01%	2629
2023 Q1	$1.64K	Buy	+5	New	+$1.49K	﹤0.01%	2488

Other funds holding TZA

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Allworth Financial's TZA Position: Q1 2026 in Review

Allworth Financial opened a new position in Direxion Daily Small Cap Bear 3x ETF (TZA) in Q1 2026: 6 shares worth $411. The stake represents ﹤0.01% of the portfolio and ranks #4781 among its holdings. This is a return to the name: Allworth Financial previously reported a position in TZA as recently as Q3 2025.

Allworth Financial first reported a position in TZA in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.66K in Q3 2023. 36 funds tracked by Wall St. Rank hold TZA as of Q1 2026.

Allworth Financial held 6 shares of Direxion Daily Small Cap Bear 3x ETF worth $411 as of Q1 2026.
Direxion Daily Small Cap Bear 3x ETF was a new Allworth Financial position in Q1 2026.
Direxion Daily Small Cap Bear 3x ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4781 holding.
Allworth Financial first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q1 2023 and has held it in 12 quarters since.
Allworth Financial's Direxion Daily Small Cap Bear 3x ETF position peaked at $1.66K in Q3 2023.
36 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.