AWM
MSTX

Avior Wealth Management’s Defiance Daily Target 2x Long MSTR ETF MSTX Stock Holding History

Avior Wealth Management’s Portfolio MSTX Stock Details MSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11
Closed -$3.75K – 2415
2024
Q4 		$3.75K Buy
+11
New +$7.79K ﹤0.01% 1967

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Citigroup
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Optiver Holding
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AFAS
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Simplex Trading
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SRL
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HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's MSTX Position: Q1 2025 in Review

Avior Wealth Management sold out of Defiance Daily Target 2x Long MSTR ETF (MSTX) in Q1 2025, closing a stake of 11 shares — an estimated $3.75K sold.

Avior Wealth Management first reported a position in MSTX in Q4 2024 and held it in 1 quarter. The position peaked at $3.75K in Q4 2024. 40 funds tracked by Wall St. Rank hold MSTX as of Q1 2025.

  • Avior Wealth Management reported no remaining Defiance Daily Target 2x Long MSTR ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 11 Defiance Daily Target 2x Long MSTR ETF shares in Q1 2025, an estimated $3.75K.
  • Avior Wealth Management first reported a position in Defiance Daily Target 2x Long MSTR ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Defiance Daily Target 2x Long MSTR ETF position peaked at $3.75K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Defiance Daily Target 2x Long MSTR ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.