BHWM
MSTU

Beaird Harris Wealth Management’s T-Rex 2X Long MSTR Daily Target ETF MSTU Stock Holding History

Beaird Harris Wealth Management’s Portfolio MSTU Stock Details MSTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-877
Closed -$66.7K – 542
2024
Q4 		$66.7K Buy
+877
New +$95K 0.01% 203

Other funds holding MSTU

M
Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Beaird Harris Wealth Management's MSTU Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of T-Rex 2X Long MSTR Daily Target ETF (MSTU) in Q1 2025, closing a stake of 877 shares — an estimated $66.7K sold.

Beaird Harris Wealth Management first reported a position in MSTU in Q4 2024 and held it in 1 quarter. The position peaked at $66.7K in Q4 2024. 58 funds tracked by Wall St. Rank hold MSTU as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining T-Rex 2X Long MSTR Daily Target ETF position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 877 T-Rex 2X Long MSTR Daily Target ETF shares in Q1 2025, an estimated $66.7K.
  • Beaird Harris Wealth Management first reported a position in T-Rex 2X Long MSTR Daily Target ETF in Q4 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's T-Rex 2X Long MSTR Daily Target ETF position peaked at $66.7K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held T-Rex 2X Long MSTR Daily Target ETF as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.