Avior Wealth Management’s Direxion Daily 20+ Year Treasury Bear 3X ETF TMV Stock Holding History

Avior Wealth Management’s Portfolio TMV Stock Details TMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,000	Closed	-$57.9K	–	1674
2023 Q2	$57.9K	Hold	2,000	–	–	﹤0.01%	728
2023 Q1	$53.6K	Hold	2,000	–	–	﹤0.01%	752
2022 Q4	$68.1K	Sell	2,000 -2,000	-50%	-$68.8K	0.01%	580
2022 Q3	$133K	Buy	+4,000	New	+$105K	0.01%	497
2019 Q4	–	Sell	-1,541	Closed	-$40K	–	866
2019 Q3	$40K	Buy	1,541 +8	+0.5%	+$235	0.01%	472
2019 Q2	$52K	Buy	+1,533	New	+$60.3K	0.01%	446
2019 Q1	–	Sell	-1,524	Closed	-$69K	–	714
2018 Q4	$69K	Buy	1,524 +4	+0.3%	+$215	0.02%	455
2018 Q3	$80K	Hold	1,520	–	–	0.02%	456
2018 Q2	$72K	Hold	1,520	–	–	0.02%	464
2018 Q1	$74K	Hold	1,520	–	–	0.02%	463
2017 Q4	$67K	Hold	1,520	–	–	0.02%	464
2017 Q3	$73K	Hold	1,520	–	–	0.02%	192
2017 Q2	$74K	Hold	1,520	–	–	0.03%	167
2017 Q1	$85K	Hold	1,520	–	–	0.03%	191
2016 Q4	$91K	Hold	1,520	–	–	0.03%	173
2016 Q3	$63K	Buy	+1,520	New	+$62.2K	0.02%	207

Other funds holding TMV

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avior Wealth Management's TMV Position: Q3 2023 in Review

Avior Wealth Management sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q3 2023, closing a stake of 2,000 shares — an estimated $57.9K sold.

Avior Wealth Management first reported a position in TMV in Q3 2016 and held it in 16 quarters. The position peaked at $133K in Q3 2022. 29 funds tracked by Wall St. Rank hold TMV as of Q3 2023.

Avior Wealth Management reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q3 2023 after selling out during the quarter.
Avior Wealth Management sold 2,000 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q3 2023, an estimated $57.9K.
Avior Wealth Management first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q3 2016 and held it in 16 quarters.
Avior Wealth Management's Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $133K in Q3 2022.
29 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.