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

Belpointe Asset 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
Q1 		– Sell
-3,160
Closed -$108K – 3850
2022
Q4 		$108K Buy
3,160
+80
+3% +$2.75K 0.01% 1198
2022
Q3 		$103K Buy
+3,080
New +$81K 0.01% 1144

Other funds holding TMV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Belpointe Asset Management's TMV Position: Q1 2023 in Review

Belpointe Asset Management sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q1 2023, closing a stake of 3,160 shares — an estimated $108K sold.

Belpointe Asset Management first reported a position in TMV in Q3 2022 and held it in 2 quarters. The position peaked at $108K in Q4 2022. 31 funds tracked by Wall St. Rank hold TMV as of Q1 2023.

  • Belpointe Asset Management reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,160 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q1 2023, an estimated $108K.
  • Belpointe Asset Management first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q3 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $108K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.