BRWA
TZA icon

B. Riley Wealth Advisors’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

B. Riley Wealth Advisors’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
2021
Q4 		– Sell
-1,230
Closed -$380K – 1492
2021
Q3 		$380K Hold
1,230
– – 0.01% 920
2021
Q2 		$353K Buy
+1,230
New +$387K 0.01% 935
2015
Q1 		– Hold
0
– -$1 – 1891
2014
Q4 		– Hold
0
– – – 3584
2014
Q3 		– Hold
0
– -$3.24K – 1799
2014
Q2 		– Hold
0
– – – 2152

Other funds holding TZA

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

B. Riley Wealth Advisors's TZA Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q4 2021, closing a stake of 1,230 shares — an estimated $380K sold.

B. Riley Wealth Advisors first reported a position in TZA in Q2 2021 and held it in 2 quarters. The position peaked at $380K in Q3 2021. 32 funds tracked by Wall St. Rank hold TZA as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,230 Direxion Daily Small Cap Bear 3x ETF shares in Q4 2021, an estimated $380K.
  • B. Riley Wealth Advisors first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q2 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Direxion Daily Small Cap Bear 3x ETF position peaked at $380K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.