Bank of Montreal
TZA icon

Bank of Montreal’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Bank of Montreal’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
2019
Q3 		– Sell
-8
Closed -$27K – 4992
2019
Q2 		$27K Hold
8
– – ﹤0.01% 4017
2019
Q1 		$30K Buy
+8
New +$34.3K ﹤0.01% 3539
2018
Q3 		– Sell
-250
Closed -$937K – 4894
2018
Q2 		$937K Buy
+250
New +$1.01M ﹤0.01% 2037
2015
Q1 		– Sell
-138
Closed -$2.64M – 4199
2014
Q4 		$2.64M Buy
+138
New +$3.19M ﹤0.01% 1293

Other funds holding TZA

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Bank of Montreal's TZA Position: Q2 2026 in Review

Bank of Montreal held its Direxion Daily Small Cap Bear 3x ETF (TZA) position steady in Q2 2026 at 32 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Bank of Montreal first reported a position in TZA in Q4 2014 and has held it in 15 quarters since. The position peaked at $1.8M in Q1 2017. 26 funds tracked by Wall St. Rank hold TZA as of Q2 2026.

  • Bank of Montreal held 32 shares of Direxion Daily Small Cap Bear 3x ETF worth $1.22K as of Q2 2026.
  • Bank of Montreal left its Direxion Daily Small Cap Bear 3x ETF share count unchanged in Q2 2026.
  • Direxion Daily Small Cap Bear 3x ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3794 holding.
  • Bank of Montreal first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q4 2014 and has held it in 15 quarters since.
  • Bank of Montreal's Direxion Daily Small Cap Bear 3x ETF position peaked at $1.8M in Q1 2017.
  • 26 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.