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 Q2	–	Sell	-6	Closed	-$411	–	5408
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Headlands Technologies Chicago, Illinois $943M AUM 48.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allworth Financial's TZA Position: Q2 2026 in Review

Allworth Financial sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q2 2026, closing a stake of 6 shares — an estimated $411 sold.

Allworth Financial first reported a position in TZA in Q1 2023 and held it in 12 quarters. The position peaked at $1.66K in Q3 2023. 42 funds tracked by Wall St. Rank hold TZA as of Q2 2026.

Allworth Financial reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 6 Direxion Daily Small Cap Bear 3x ETF shares in Q2 2026, an estimated $411.
Allworth Financial first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q1 2023 and held it in 12 quarters.
Allworth Financial's Direxion Daily Small Cap Bear 3x ETF position peaked at $1.66K in Q3 2023.
42 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.